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Conversation Between Colleagues

Asset/Wealth Protection
Copyright Spendthrift Trust
Retirement
Value Based Healthcare
Financing
Employee Benefits

SERVICES

Your Strategic Partner In All Ways, Always

Wealth Protection

The costs of healthcare, restoring stolen or damaged property, and yes, even the loss of a loved one can take an enormous toll on your emotional and financial well being.

Retirement

We have dedicated many years specializing on the retirement distribution phase; most people are not aware of a Triple Threat facing them:
1. Increasing Healthcare {IRMAA}
2. Income Cliff {if one spouse dies}
3. Longevity {the risk multiplier}

Financing

We have unique, next-gen financing strategies to make your business more cost-efficient to improve your ROI and help you grow!

Trust

Our Specialized Copyright Trusts are designed for those clients who have the most to protect, either now or in the future, and the susceptibility to liability that goes along with their success.

There are several powerful strategies that can help give your family greater security, as well as help you accomplish other financial goals.  

Employee Benefits

Protecting your most valuable resource made easy! A comprehensive tax-deductible offering can help you attract and retain the talent you need to succeed.

Value Based Healthcare Consulting

Find out how to increase revenue and mitigate penalties with no additional staffing requirements or coding necessary.

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Improve RAF scores for Medicare Advantage and ACO contracts while you improve patient health and quality of care and meet CMS mandated standards of care.

Featured Program - Trust

October-December - Privacy, Tax and Asset Protection for Doctors, CPA's and Advisors

Our Specialized Copyright Trusts are designed for those clients who have the most to protect, either now or in the future, and the susceptibility to liability that goes along with their success.

There are several powerful strategies that can help give your family greater security, as well as help you accomplish other financial goals.  

CONTACT ME

123fastforward@gmail.com

954-736-9098

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