YOUR CLIENTS NEED POWERFUL TAX SOLUTIONS!
Whether you're a CPA/Accountant, Attorney, Financial Advisor, Real Estate/Business Broker or Mortgage Professional, your field of expertise is your bread and butter. However, adding pro-active tax planning and other wealth building solutions to your toolbox could be a powerful ingredient to setting yourself apart from your competition. By partnering with the Keep Your Wealth team you automatically expand your firm's opportunity to serve your clients in a more comprehensive manner.
KEEPING THEIR WEALTHY HEALTHY!
Your business is about the relationships you establish and nurture with your clients. Helping your clients keep their wealth in their pockets builds strong and loyal relationships. And as your clients find success and amass wealth, their financial lives can mushroom into a complex array of financial accounts, real estate holdings, closely held business interests, alternative investments and insurance products that are standard for high net worth individuals. For that reason, including innovative and unique wealth-protecting solutions among your repertoire of offerings can gain you a competitive edge in protecting your relationships with your current clients as well as opportunities to acquire new clientele.
IT’S A WIN-WIN-WIN!
Who doesn't want to be a hero? When your clients do well, their families, their businesses, community, local economy and more all do well too. Everybody wins - including the IRS! The federal, state and local governments want to see commerce. When taxpayers buy and sell assets, expand their businesses, make investments and buy consumer goods or make business expenditures there are transaction fees, commissions, billable hours charged, sales tax etc. In other words, money changes hands, commerce happens and the economy benefits. By helping your clients plan and execute their financial activities you are a conduit to economic growth.
LEARN HOW YOU CAN BRING ADDED VALUE TO YOUR CLIENTS?
To learn more about our partner relationships, reach out to us today! We are based in the San Francisco Bay Area though we partner with financial service professionals from a range of industries both locally and nationally. We have extensive experience in the fast-paced Silicon Valley environment helping both our own and partner's clients move forward with their financial plans in the most time, cost and tax efficient manner possible.
We have expertise in the following areas:
- Highly-appreciated real estate [primary residences, investment and commercial]
- Technology start-ups
- 1031 Exchanges and 1031 Exchange rescues
- Business sales
- Collections [Art, Car and/or Antique]
Schedule my free consultation now!
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