The best reason to do Financial Planning-leaving a positive legacy.

Treasure Chest

It’s not just about you and me. Planning is about leaving a positive legacy for our children. This tongue-in-cheek video shows one very sound reason why you’d want to do this. Concerned about your financial goals? Contact us for help. (Click here if your screen doesn’t show the video.)

Read More

USA Debt per Capita

USA debt per capita

You can measure a nation’s relative economic strength by a ratio of debt per capita. This is not our proudest economic moment as a country. (Source Senate Budget Committee) 

Read More

Asset Protection Advice

Audio sound waves

  This initial podcast was intended for doctors but it’s applicable to others as well. Asset protection expert Martin Shenkman gives advice on how to keep your net worth secure.   https://elitecpatax.com/audio/assetprotection.mp3

Read More

Congressional Calculator only $9.99!

Calculator for Congress

One of our clients is offering these retrofitted calculators. If you’ve followed the current budget -you’ll know why. Since the cash for clunker law was a disaster, maybe we could have calculators for Congress!  

Read More