Shepherd Wealth Group is an advanced planning firm that maintains a tax efficient focus in all areas of expertise, not just by life but on an intergenerational basis as well. SWG exclusively dwells in the self-employed, high and ultra-high net worth communities, with a special focus on absolute returns through large annual income tax reduction. At SWG the goal is to accumulate significant wealth in the most tax friendly environment possible throughout life, all while protecting that level of wealth so that it may pass on in the same efficient manner for those to come. As the tax legislative environment is ever-changing, this perspective continues to give their clientele what they desire most: CHOICES. At SWG every client is uniquely different from one another and is handled with this in mind rather than the industry standard "fit in a box" approach. This style of handling allows for true education and evolution which leads to real understanding. SWG believes in both a well-educated client and advisor. This is because education leads to mutual trust and mutual trust leads to growth. This mentality allows clients and their advisors to reach their maximum potential and achieve the next level in both their lives and businesses respectively.

The Integrity Business Group is a 3rd generation firm stemming out of an existing 70 year old family run practice focusing on the tax and financial communities. We specifically continue to focus on the reputation we've built over the years in reducing massive income tax exposure through the Qualified Plan Arena as deductible tax structures providing the self employed marketplace large black & white tax relief and shelter. Our ideal demographic and niche has evolved over the years, catering to both large and small sizes on average within the 1-200 full time employee range. Our golden rule still stands; "you don't know...until you look under the hood."​ However, as tax regulations continue to improve, these larger demographics become much more attainable and that could mean the difference between a 6, 7 or even 8 figure deduction if needed.Naturally our niche leads us into the other worlds we focus on such as other creative advanced planning strategies, individual financial planning (high net worth and standard), estate planning (complex and simplistic) and asset management. Yet as we look towards the needs of our clients and the future generations we have added a few more avenues and professional alliances under our umbrella such as CPA and tax/business advisory services as well as outsourced CFO services. With our other needs only an arms length transaction away we look to the future with great hope and excitement. Don't hesitate to reach out whether you are a potential client or another advisor, we can make it work and the consultation meeting is on us. We are always looking to forge new relationships and deliver value alongside other professionals, come and see for yourself what we're all about.Does Your Tax Structure Incorporate Your Wishes? It Should.

Peerless Business Advisors strives to assist established business owners protect their family, business, and ownership interests through integrated solutions that help reduce risk, build wealth and improve tax efficiency.We serve the unique and complex financial planning needs of successful business owners and high net worth individuals. Our team of Certified Family Business Specialists (CFBS) has specialized accredited graduate-level education in the areas of advanced estate planning, business evaluation, and business succession planning. Our holistic planning process is further enhanced by distinct capabilities which enable us to help our clients reduce risk, build wealth, and improve tax efficiency while relentlessly protecting the assets they've worked so hard to accumulate.

I specialize in Financial Tax Strategies, Pension/Tax Shelter Design & Retirement Planning for the closely held small business owner,1099 & K1 compensated individuals. I specifically exploit legislation and opportunities surrounding The Qualified Tax Shelter Arena as well as advanced tax planning/tax shelter strategies within the industry today.At Integrity Advisors, we grow with our clients throughout their lifetime in order to make their financial world work as efficiently as possible today and throughout every phase of their lives. We time travel with them from the present, through the future and inter-generationally. We specialize in qualified retirement plan design and pension law. We work closely with your advisors, enabling you to shelter hard earned tax dollars.For me it is simple, it's about quality value added to all whom I work with. My conversation through education surrounds what can be legally done in our world and HOW. For all possible "to be" clients and COI's....regardless of what "guy" you may have or what "best of the best" inner circle you refer to, I encourage you to to scratch the surface of this arena. There is a reason it is untold. This is NOT about assets, broker to broker competition, a sale or a product. This is NOT an academic conversation. This is about continuous changes in tax code that allow for the efficient implication of fine tuned qualified plan designs. This allows self employed or business owners to achieve significant legal deductions in which the majority of the contributions are angled towards them without giving away the house to the rank and file. For me, it breaks down to one initial vulnerable area in the industry today...Tax Exposure. The question is would you like to mitigate or eliminate that exposure regardless of the number? If this is the case, it doesn't matter if you are a deli with thousands exposed or a hedge fund with multi-millions exposed, this conversation is for you and I want to speak with you.

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