Wealthficiency

Why Us?


We are “Powered by Wealth-ficiency™”. 

After years of being in business and working with business owners and wealthy families, we have vetted out trusted individuals that we have available for free consults and reduced fees.  

Why?  Because most clients, before they come to us, feel that they are not getting the right comprehensive advice.  They feel they are missing out on great solutions that they know exist, but aren't sure what they are or which are right for them.

Professionals that have shared clients, know how to use one another to coordinate efforts, and save our business owners time, money, and reduced risk and exposure.

 

 

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We have vetted out the right professional for all of your needs.  This will save you time, money and the aggravation of hiring the wrong person for the job.

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Risk Management with Legal Expertise

  • Estate Planning
  • Business, Employment, ERISA and Contract
  • Real Estate
  • Family Law and Divorce
  • Litigation
  • Criminal
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Tax and Business Needs

  • Valuation Experts
  • Third Party Administrators
  • Corporate Trustees
  • CPA
  • Bookkeeping
  • Insurances
  • Lending
  • Marketing Services
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Ancillary Services

  • Mortgage Broker
  • Insurance Agent
  • Professional Coach