Welcome
Financial strategies, with a Personal Touch
Let's plan your brighter future!
what we offer
Take control of your finances, and you can become your own banker. Sounds great, but what does it mean?
Well, as more and more Americans get wise to the reality that working until you’re 65 is a thing of the past, we’re left with two options: continue being pawns in the game created for us, or opt-out and start your own game.
Best Tax Strategies for Your Business
Our tax specialists will tailor best strategy for Your business and find best tax breaks to keep most money for You.
Elevate Your Employee Benefits
Champion Health curates innovative and impactful health benefits that compliment and integrate with your current health strategies.
Champion Health fills all the gaps in your health plan while bringing you the most innovative health technology and strategies in the market today.
What's more, Champion Health provides this all in a tax advantage plan that saves you money and puts more money in your employees’ pockets.
Too good to be true? We thought so too... until we tried it. .
The Champ Plan is not going to be taking over your existing primary healthcare plan.
What makes our position so unique is we are an complement or even a front line of
defense to your existing primary healthcare plan. Our plan pairs perfectly with any plan
you might have now. Whether that be an HMO, PPO, or another self-funded plan. The
Champ Plan is a self-funded, self-insured limited schedule of benefits plan that is
offered at a net savings to the employer and most employees will see an increase in
take-home pay along with some pretty cool health benefits.
Tax Strategies for Your Business
Legally Pay Less Taxes Guaranteed
Taxes are your single biggest expense. We help business owners like you stop overpaying on taxes - legally, ethically and morally.
- Learn why what your CPA does for you is not Strategic, nor is it Tax Planning
- Discover why details such as your tax filing status may be costing you tens-of-thousands of dollars annually
- Learn to widen the gap between your Tax Liability and your Profit
- Get access to the tips, tricks and benefits of Strategic Tax Planning that Fortune 500 companies and the super rich enjoy
Take control of your financial Future
It sucks to think about taxes. It really, really does.
Retirement is certainly a turning point in many people's lives, but it's also an important time for setting up some financial groundwork. An easy way people overlook to reduce taxes in retirement is by shifting their retirement accounts into tax-free vehicles like life insurance. This goes beyond just the tax savings, though! Not only will this help you avoid taxes when you withdraw your money, but it will also help it grow at a faster rate than if it remained in a taxable account.
- It's important to remember that while saving for retirement is great and all, you want to make sure those savings actually last. The compounding effect of the money growing tax-free means that what you save now could increase exponentially over time, which means more for you later on!
- There are a lot of great investment options out there, but not all tax-free growth is created equal. Some of them treat you differently when it's time to withdraw your money (like penalizing or denying withdrawals). We've partnered with a company called "Tax-Free Growth" that helps us get around these barriers, and they've got great products and services available to people like you.
- You might not even be worried about them right now—after all, you're still young and raring to go in your career, and that means you can actually save up some money! But let's say you do get to an age where you start thinking about retirement. You've got a 401(k) plan and maybe even a pension plan from work; that's nice, but what if Uncle Sam decides he wants a little piece of the pie? And then your heirs get a chunk of their inheritance whittled away by taxes when you die? Not cool.
- Your money should be working for you—not for the government. So when it comes time to retire, don't let that happen to you: open a cash value life insurance policy with tax-free growth on your investment so your money can compound. You can even withdraw from it at any age without having to pay any income tax—which is pretty game-changing if your goal includes traveling around the world, donating to charity, or otherwise living life on the wild side.
- tax-free payout on death benefits to your heirs can be an extra added benefit as well. When you take all of these factors into account, moving your retirement money into a tax-free vehicle can make a lot of sense.
- If you are ready to take charge of your financial future, we have the solutions for you. Becoming your own bank is considered one of the safest ways to invest and grow your money. Educate yourself on this valuable opportunity and become empowered to make wise decisions that will help you meet your goals!
