The one stop shop for business owners to save taxes, build wealth, and protect what matters!
Tailored financial strategies for business owners, high-income professionals, and their trusted advisors.
We connect you to powerful tax strategies, business planning tools, and financial vehicles that reduce your tax burden, grow your wealth, and protect your legacy — all in one place.
Are you happy with what you're paying in taxes?
Advanced Tax Strategy
Tax Advantaged Corporation
Heavy Equipment Depreciation Program
Box House Real Estate
Medical LLC Private Equity Program
Reinsurance Company Strategy
Multi-Generational Tax Deferred Trust
Whole Life Rescue / Estate Preservation Strategy
VAULT Health Insurance Platform
Business Protection & Benefits
Buy-Sell Agreement
Key Person Insurance
Infinite Banking / Be Your Own Bank
Premium Financed Life Insurance
Private Placement Life Insurance
Executive Bonus & Retention Plans
Cash Balance / Defined Benefit Plans
Non-Qualified Pension Plan
PEP 401(k) Plans / SEP IRA
Option-Protected Investment Accounts
Employee Stock Ownership Plans
STAR Program
ROTH IRA Conversion
Structured Investment Tax Loss Purchases
Financed Business Protection Insurance Strategy
Split Dollar
Business Overhead Expense
Mortgage Free Life
Pay off mortgage 2–3x faster
Significant interest savings
Eliminate bad debt
Unlock tax-free income
Build retirement wealth & protection
Business and Real Estate Lending
SBA Loans
Lines of Credit
Equipment Financing
MCA Consolidation
Credit Stacking
Startup & Personal Funding
Monthly Term Loans
0% Interest Credit Lines
Acquisition Funding
A/R / Factoring
Working Capital
Commercial Real Estate Loans
Fix & Flip / Rent
Residential Real Estate Loans
DSCR
Hard Money
Refinance
Find out what money your business is leaving on the table
The Best Options Tailored to You or Your Business
Our Funding Team can answer all your questions and walk you through tax savings, interest savings, tax credits and more, along with the best funding, insurance, and retirement options for your business and personal needs!
How to Get Approved for Your Tax Savings, Credits, and more!
Wondering how it all works? Here are a few of the criteria we take into account.
Funding Amount
We'll find the maximum credit or funding applicable to your business
Business Standing
We have funding and tax credits for nearly any credit profile, so you have options to cash in
Employees
Whether you have 1 employee or thousands of employees we have a solution for your business
Quick Funding
Tax credits can take months to process, so we have dozens of funding options to bridge the gap
Stop Leaving Money On The Table
Your business deserves more than basic advice.
We connect you to high-leverage tax strategies, capital solutions, and financial planning tools designed to reduce risk, maximize profits, and help you scale with confidence.
With our unique programs, you can
Legally eliminate 50–90% of your tax burden using advanced IRS-approved strategies
Access $25K–$5M+ in capital through SBA loans, equipment financing, credit stacking, LOCs, and revenue-based funding—even if banks said no
Protect your business, family, and legacy with Key Person Insurance, Buy-Sell funding, and tax-advantaged IUL strategies
Pay off your mortgage in 5–7 years using our Mortgage Free Life program while building tax-free retirement income
Enhance employee retention and recruiting with Private Health Insurance (PHI), executive bonus plans, and Section 125 strategies
Partner with top CPAs, RIAs, and financial pros using our done-for-you tools and referral systems for collaborative planning
Increase your net worth every year with structured financial engineering that combines tax savings, compound growth, and protection in one ecosystem