High net worth families can use our expert help:

  • Savvy planning to minimize taxes: estate, income, capital gains
  • Planned gifting & charitable trusts
  • Asset protection strategies
  • Private Retirement Plans (PRPs)
  • Don’t get hurt by IRS and California govt
  • Much more!

Perfectly legal secrets that very wealthy people have used to cut their taxes can be used to build “tax structures” for you.

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Corporate Office in Auburn 
200 Auburn Folsom Road
Suite 106
Auburn, CA 95603
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