Welcome

We recommend both Offensive & Defensive Strategies to Grow & Protect your Assets, especially a plan for Tax Reduction. 

Our Clients want to Make Money, regardless if  the Market is going up or down.

Your wealth plan should be balanced,  strong, & last forever.   

Create Your Income Plan Today. Learn More: HERE

Plan for your retirement with Economic Knight. We offer a range of retirement planning options to help you achieve your long-term financial goals. All of our advice and recommendations are based on your unique needs. We can assist if you recently changed jobs or careers, or just need advice on rolling over an IRA or 401K plan. Learn More: HERE

Protect your assets with the best Insurance options. We offer a range of insurance planning solutions to cover you against unforeseen events that may impact your financial wellbeing. There are many living benefits to a well designed life insurance policy. This and income annuities can be an anchor of your retirement also. Learn More: HERE

Maximize your tax savings with next level strategies that will help you identify opportunities to reduce your tax liability and optimize your finances. Typically this is done thru insurance, and separating your income to different tax buckets. Learn More: HERE

Manage your wealth in the most efficient manner to scale. 

Wealth Advice Simplified

Grow Your Wealth Faster

Protect Your Wealth Better

Keep More of Your Wealth  

You've reached the next level of success. Now you need financial strategies and advisors that are a match for you.  

Strategies for the Top 10%

Tax Protection & Wealth Innovation

Your wealth plan should be balanced,  strong, & last forever.  

3 to 1 Tax Free Matching 

Financial Innovation for 

$7 & 8 Figure Entrepreneurs 

How 3 to 1 Tax Free Matching provides 

60 - 100% more income in Retirement 

Contact us to discuss how we can help you on an intro call. 

Protect your legacy to transfer both wealth and knowledge. 

We can review your estate plan to help you preserve your assets and ensure they are distributed according to your wishes. 

This can include: 

• Estate Planning Documents (Trusts, Wills, etc.)
• Start a Charity 
• Transfer a Business to the Next Generation 

Learn More: HERE

We have extensive backgrounds in business operations, and entrepreneurship.

We can assist on a case by case basis to help design:

• Business Plans
• Retirement Plans 
• Marketing Plans
• Sales Plans
• Succession Plans 
• Key Man Setup / Insurance 

Contact us to discuss how we can help you on an intro call. 

Retirement savings benefits are desired by many employees, but the cost of administering a traditional 401(k) is sometimes unfeasible for small businesses. A pooled employer plan (PEP) is an attractive alternative because most of the fiduciary responsibilities, retirement plan management and associated administrative functions (plus legal exposure) are outsourced to a third-party provider.

We can assist on a case by case basis to help:

• Reduce Compliance - prepare and file Form 5500
• Handle Year End Audit
• Payroll Integration
• Lower Fees and Costs 
• Provide Employee financial education 
• Plan Design and oversight 

Contact us to discuss how we can help you on an intro call. 

We have many Professional Contacts in Different Areas of Expertise (and in other States if needed) to assist in: 

• Health Insurance - Traditional Health Insurance, Group Health Insurance, ACA Plans, Medicare  
• Legal / Taxes - Accountants & Tax Attorneys, Legal, Corporate Business Legal, Real Estate Law, Estate Planning, Asset Protection 
• Financial Services / Real Estate -  Financial Services by a Fiduciary like Managed Money (AUM), Investing, All Areas of Real Estate - realtor, mortgage, investing, etc 

Contact us to discuss how we can help you on an intro call.