David Barnsdale Cfp, Fea, Senior Portfolio Manager, Wealth Advisor Email & Phone Number

Business owners, let’s cut to the chase, you don’t want to pay more taxes then you should right?But you know it’s inevitable, right? So how are you going to grow your business and turn it into a profitable asset if you are being taxed to the max?This is the conversation I’ve had with many business owners like yourself who are struggling to decide how they can avoid drowning in high tax rates...or worse in the future.There is a solution to build wealth, minimize taxes, transfer wealth, protect your family & maximize your charitable intent - all at the same time.This is the TaxSMART™ Method, designed specifically for business owners, professionals & executives who want to mitigate hefty taxes and grow their wealth.We accomplish this by leveraging….Personal Pension PlansTax-Exempt InvestmentsFlow-Through SharesKnowledge & Tools Only Available to Family Enterprise Advisor Designated Professionals Leveraging this method has helped countless business ownersReduced Their Personal and Corporate Income TaxesIncrease the Sale Value of Their BusinessProtect The Business & Family from the 4DsFact: 100% of our clients significantly reduced their fees (an average of 20-30%)

Listed skills include Wealth Management, Investments, Strategic Financial Planning, Portfolio Management, and 46 others.