In our 18-plus years in business, we have helped more than 4,000 doctors, 600 independent pharmacists, and over 3,000 successful business owners, professionals, and executives - from across the country - save hundreds of thousands of dollars through IRS-approved tax reduction strategies. We tap into little-used, but highly effective, methods that supplement and complement what a traditional CPA or Financial Adviser can do.
Investment, insurance, banking, taxation, and wealth creation is much harder to do well than most people think. We don’t have a magic wand, but we know thing or two that works. Don't take our word for it - see what our clients have to say!
Our founder, Neil Jesani, CFP, is the author of the acclaimed financial planning book "Win the War for Money and Success," and has been featured in many main-stream media outlets like The Wall Street Journal, CNN, Inc. Magazine, Forbes, Treasury & Risk, and Fox business.
Contact us now to start reducing your income taxes, improving your investments, and creating more wealth to leave your loved ones.
We offer a range of expertise in tax reduction, financial planning, and wealth creation strategies to help today’s pharmacist navigate the challenges and opportunities in the industry.