Services

Your Financial Objective is Our Business

Our clients have many diverse personal and business tax issues, yet a common desire is to create better coordination with their financial planning in order to assist meeting their financial objectives.  Quite often the use of overlooked tax strategies can be the catalyst for meeting their financial objectives.  Meeting investment objectives are important, however, what is kept after taxation is even more important.  This is the unique philosophy of our firm.  Better planning emerging from tax efficiency.

Tools For Your Planning Needs

Our clients have many diverse estate and tax issues that they may wish to address through estate plans. Some clients wish to maximize the wealth they have built for their families, while others may wish to provide the bulk of their estates to charitable organizations. Many clients have built up large IRA and 401(k) plans, and do not want to pass on up to 75% in potential taxes on those assets to their families. No matter what your individual planning needs are, we can help you accomplish your goals for the future. In addition, an important goal for us is trying to help you significantly reduce taxes that can be incurred when you pass on your financial legacy.

Legacy And Wealth Preservation

You have worked a lifetime to build your family’s legacy and wealth. Protecting and preserving that is the most important goal we can help you achieve. We want to help you make certain that your family’s future is protected, by helping you leave a greater legacy. It is our goal to help you pass on your estate to the rightful parties you designate, through a sound plan that protects you and your family while potentially minimizing taxes. Our clients may enjoy greater wealth protection and legacy enhancement through our sound and unbiased objective advice. You will be able to enjoy a simple, time-saving, and effortless experience working with our firm as we coordinate tax strategies with financial and risk planning.

  • Personal Tax Strategies
  • Business Overhead Planning
  • Estate Planning Tools*
  • Asset Protection & Wealth Preservation
  • Retirement Income Planning
  • Elder Care Planning
  • IRA & 401(k) Exit Planning
  • Solo 401(k) Development
  • IRA & 401(k) Rollovers
  • Current Insurance Policy Analysis
  • Wealth Transfer Planning
  • Inheritance Tax Planning
  • College Funding
  • Charitable Planning
  • Funeral Trust 
*Agent does not give legal advice. Agent is a tax, investment, and insurance professional and does not render legal advice. State laws vary widely but may provide life insurance and annuities with certain asset protection benefits. Clients should consult their own legal advisors before implementing any plan.

 

Privacy Policy

Like all providers of personal investments, financial, and income tax preparation services, Busiiness Blocks 101, Inc. is required by law to inform our clients of our policies regarding privacy and client information.  We are always committed to protecting your personal information and right to privacy.  We collect non-public information about you that is provided to us by you, or obtained with your authorization.  We collect and use this information to service your accounts and respond to your requests.  For current and former clients, we do not disclose any non-public information obtained in the course of our practice, except as required or permitted by law.  If at any time you have questions regarding the collecting and/or use of your personal data, please contact us.  Your privacy, our professional ethics, and the ability to provide you with quality investment, financial, and tax preparation services are very important to us.