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Behind every great financial strategy is a team of specialists. That’s why we’ve built relationships with top professionals in tax law, business succession, insurance, healthcare, and more.
These partners bring deep expertise. We bring the coordination, strategy, and oversight to ensure every part of your plan works together—so you don’t have to manage a dozen moving pieces on your own.
Excel Empire helps business owners build lasting wealth through strategic tax planning, succession preparation, and retirement optimization. Their integrated approach combines proactive tax strategies, business growth expertise, and exit planning to help you maximize value at every stage-whether you’re scaling up, maintaining wealth, or planning your exit.
Tax Strategy Center provides tax credit and depreciation strategies designed to help high-income earners on their tax liabilities. While many firms offer single tax strategies, Tax Strategy Center provides access to multiple strategies. This allows for a more comprehensive approach.
The Flexmethod® is a financial solution that often combines investments, taxes, and life insurance to help our clients enjoy peace of mind. The #1 financial concern for Americans is running out of money in retirement. The Flexmethod® is built to address this concern head-on.
ClaimLinx is a combination consultant, agency and third party administrator aimed at helping small businesses save on their health insurance plans.
Wellness for the Workforce is a non-profit with the mission to close the healthcare gap in care, coverage, and cost.
Experts on:
Bank & Insurance Owned Life Insurance
Executive Retention Consulting
Non-qualified Deferred Compensation Plans
Benefit Restoration Plans
Employee Benefit Plans
Business Succession Planning/Valuation
Premium Finance
High Net Worth Estate Planning
TCP Asset Management is a full-service independent firm offering fiduciary financial advice to successful individuals, families, and business owners. For business owners, they provide comprehensive support in areas such as group retirement plan design and consulting, owner and executive compensation strategies, and exit planning and wealth transfer initiatives.
McHenry Advisers specializes in creating custom tax strategies for high-income and high-net-worth business owners, focusing on reducing both income and estate taxes. With over 27 years of consulting experience, they are recognized as industry leaders in modern qualified plan tax strategies, including cash balance plan design and actuarial services. Their team of advanced tax strategy specialists, retirement advisers, and enrolled actuaries is dedicated to simplifying complex tax designs, ensuring clients have a clear understanding of their financial strategies.
Garrett Gunderson is a New York Times and Wall Street Journal bestselling author, speaker, and financial advocate dedicated to helping entrepreneurs transform their relationship with money to achieve their richest life. He helps business owners make more money, keep more money, grow their money, and grow themselves. His bestselling book What Would the Rockefellers Do? details the financial system we use to help business owners protect, grow, and pass on legacy wealth. Get your free copy now.
NOBLE (Network of Owners, Business Leaders, and Entrepreneurs) is a faith-based organization dedicated to guiding business owners, entrepreneurs, solopreneurs, and community leaders in conducting business according to Christian principles. They offer free monthly events, streamed live online, and provide one-on-one mentoring covering all aspects of business, from ideation to succession planning. Their mission is to create a global network of generational business leadership for the Kingdom of God, aiming to raise up Christian business owners who serve as resources to each other, thereby amplifying their impact on the church and surrounding communities.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.