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About Us

My business is helping people save, grow and protect their money. In fact, I've been doing it for more than 20 years, and I've helped more than a thousand people right here in (NC,SC and VA) Also I enjoy assisting small business owners recover money so they can plan for a better retirement by doing audit in 5 key area.

Our Ideal Customer

Small business owners who are looking recover money on expenses that they have already paid and or any one who is looking for away to have a guaranteed paycheck or play check so they don't outlive their retirement savings also a business exit strategy when they want to retire but also need to know to protect their business asset if die and or get sick so the business has the funds to continue.

Our Team
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William Smith
Owner
Upcoming Events & Promotions
Mar
6
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My business is helping people save, grow and protect their money. In fact, I've been doing it for more than 20 years, and I've helped more than a thousand people right here in (NC,SC,VA & AL)
Mar
7
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SPECIALIZED TAX INCENTIVES Our proprietary app has helped agents deliver over $300M in Local, State, and Federal Tax Incentives to their clients. Our Industry Experts work with your clients to discover which incentives they are eligible for. Fees are based on a percentage of savings. CREDIT...
Mar
31
Here only two examples of the 10 mistakes 4. Failure to take Required Minimum Distribution (RMD) after death of owner and in future years – this mistake is subject to a 50% penalty 5. Using the wrong IRA balance for RMD calculation. Must use the value of the account as of Dec. 31 of the prior...
Products & Services

Small Business Owner recovery agent

I help small business owners recovery money in 5 key areas. Call today to see if we can recovery money for you and your small business

Distribution Planning Don't Outlive your income

Tax free income, IRA distribution income planning and Reducing taxes on Social Security and helping people save, grow and protect their money by taking Longevity risk off the table
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