Financial Services - Kingsport, Tennessee, United States
We are an exclusive Financial Services firm that is Program-and-Process focused. We look for long term relationships with our clients, not one time sales. Individual financial and insurance products are tools to help accomplish a lasting and impactful plan, not the objective. Without the Program-and-Process, products alone do little to add value and results.We work with the top industry leaders in the US to provide services for Business Owners and High-Income Earners to offer: * Individualized programs to reduce taxes up to 40% or more, * Up to 5 times the current retirement plan accumulation - tax averted, * Specialized estate plans, * Business strategies to add value and build cash faster,* And much more! The exclusive programs and plans we design, add guaranteed profitability to the bottom line revenue of your business, guaranteed tax savings, and long term financial health. We do not use a "one-size-fits-all" approach; every customer is unique. We believe our unique strategies should be customized for each client.
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