We have helped more than 4,000 doctors, 600 independent pharmacists and 3000 other successful business owners, professionals and executives - from across the country - save hundreds of thousands of dollars on their individual taxes beyond what their CPA or Financial Advisors can do for them with “little known” IRS-approved strategies for last 18 years.
Investment, Insurance, Banking, Taxation and wealth creation is much harder than most people think or even understand. We don’t have magic wand but we know thing or two that works.
Because of our expertise in this area, Neil Jesani, CFP have been featured on main-stream media outlets, like The Wall Street Journal, CNN, Treasury & Risk and Fox business.
Successful Business Owners