Alabama Registered Investment Advisor

Prepare Today for the Life You Want Tomorrow

Tax Liability Mitigation – Creative business funding for business development. Substantial tax benefit for investors from accelerated depreciation via application of 2017 amendments to the 2012 JOBS Act

Small Business Funding – We help you find funding partners whose goals are aligned with your business objectives.

Deferred Sales Trust – We facilitate transactions involving highly appreciated assets while avoiding capital gains tax liability.  Rescue 1031 exchanges in timing jeopardy. Facilitate economic development by placing fully depreciated assets back into productive use while minimizing tax liability to the seller.

An Alabama Registered Investment Advisor serving clients nationwide & globally via our virtual engagement systems on the world wide web.