Finances made simple
(Always Need More) Bookkeeping & Consulting
Our Team
Based in Kansas with Agents in KS, CA & NY.
(Photo from NY firm.)
With years of expertise in Insurance, Accounting, Retirement Development and Tax Mitigation our team has over 35+ years of experience, driven to lower tax burdens and accelerate business growth.
Full Service Financial Firm
No more waiting until tax season for insight.
We monitor your revenue and expenses to assist you in knowing how and when to help take your business to the next level.
Everyone knows that tax deductions and credits exist, but how and when can I use them for myself? We're here to assist in this scenario year after year.
Insurance
Licensed for Life, Auto, Home and Commercial
12 collective years of experience
Tax Planning
Minimizing tax bills
8 collective years of experience
Retirement
Planning for days away from work
18 collective years of experience
“For 4 years, I've paid 5 figures. I just figured that's how it will always be. Brandon and his team found ways to help us get new deductions with the same money. Took our taxable income down to 12%”
- Confidential, (CGI to the right)
Reviews over the years
These clients are based out of NY and CA.
Tax Planning
(Restructure)
Commercial Insurance
Personal Insurance/ Personal Finance
Get in touch today
Getting started is simple, let's have a conversation first to see what your needs are and if we can be a good fit for you. Our consultants will evaluate your current standing, ask where you want to be and ininform you of the next steps if we feel we can be of service to you.
Based in Kansas, servicing all of the USA.
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