Financial Services - Cupertino, CA, US
We focus on connecting business owners, employees and retirees to profit-enhancing Centers of Expertise.We focus on Centers of Expertise that are able to look at statements and see savings and profits where others cant. We look at tax returns and find opportunities to do Tax reduction or bring in Specialized Tax Incentives. We bring in a level of expertise that small business owners are unable to afford on their own.The same applies to employees and retirees. If they look at their finances as if it were a Profit and Loss Statement, then we bring in a level of expertise they would normally not be able to afford. We focus on areas ignored by other financial planners, like risks, taxation, tax diversification and charge no fees.
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