Greetings colleagues and clients. I was recently featured as a guest on the nationally syndicated podcast, The Shrimp Tank in Atlanta. We had a great time on the show and gave lots of tidbits to listeners on how to become a better business owner. I’m sharing the post-show wrap up video with a big thanks for all your support and loyalty. I am always here to discuss your personal business tax strategies so feel free to reach out by DM [email protected]. Let me know what you think of the vignette and if you want to hear a download of the full broadcast, please go to www.shrimptankpodcast.com. They have the entire show on the website and some fascinating articles to read as well. Keep following our blog!

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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