Carson Grover Email & Phone Number

Logan, Utah, United States

➤ WHAT WE DO:I help 7-figure business owners put 20% to 30% of their income back into their pockets through advanced tax and financial strategies. I ensure that I help you to protect your hard-earned business success and dollars. ➤ HOW WE DO IT:I help you identify inefficiencies in your taxes, business overhead, and financial plan so you can KEEP more of your hard-earned dollars. I meet with you in person, on the phone or Zoom to discuss your business and personal needs and to see if I can help. Initial consultations are always free.➤ WHAT MAKES US DIFFERENT:We are a financial firm that specializes in managing the uniquely complicated financial and tax problems faced by owners of small to mid-sized businesses and their families. • Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

Logan, Utah, United States

Heritage Family Offices, LLP combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience.Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning.

Logan, Ut

I have an extensive background in financial planning, with a specific focus in working with CPAs. As an IAR I help clients:Build comprehensive financial planning for individual and familiesDevelop strategies to meet financial objectivesHelp protect wealth and generate retirement incomeAs part of a CPA Team I help CPAs: Reduce the risks that come from referring clients to third parties Reduce the risk of losing clients by being more proactive Provide more value and increase client satisfactionExpand their "brain-trust" by working with some of the country’s best advisors. Increase organic growth by giving clients a story worth sharing with family and friends The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As part of a CPA Team , my team and I can help with this new reality.

Top first year sales rep in the companyOne of the top ten sales reps in the company overallBrought in $160,000 worth of revenue in one quarter from cold call salesGained 400 new customers in 3 months from cold calling door-to-doorGrew an office's customer base by 10% in less than 3 monthsRecruited sales reps and pre-screened new hires for employmentTaught and trained new sales repsBrought in over 1000 new customers since starting

Boulder City, Nv

Started business from scratch and received a 220% return on investmentGained 100 new clients through networking and cold call salesAveraged a 1 to 6 closing ratio on cold contact door-to-door salesMaintained high customer retention rate through quality serviceDesigned and distributed business cards, logos and flyers

Bachelor'S Degree, Communication

Emphasis in Advertising and Organizational Communication Cum Laude - 3.9 GPA Six Sigma Process Improvement Certificate Full Tuition.

Associates, Communication Advertising, 3.913 Gpa.

Magna Cum Laude. Academic Scholarship Recipient.

Education record