sat paralyzed watching your investments plummet in 2022 or
got out of the market and are still holding cash
not sure how to best allocate your portfolio
missed creating a tax asset to slash your taxes
Current Market Conditions dictate you need to
ACT NOW ....
You need to make some decisions
Your decisions will impact your
Family, Financial Security and what you pay the IRS
Will you capture the most benefit?
Sean G. Todd Tax Attorney/ CPA / CFP®
Host of theProfessional Edge Radio Show and Podcast
has created just for you........
What is THE BUNDLE ? Working with Sean, a Tax Attorney / CPA and Certified Financial Planner Practitioner, you will get:
Comprehensive Professional Portfolio Analysis
Estate Management Counselors, LLC is a Registered Investment Advisory firm with the SEC. Being such, we have a fiduciary duty to act in our clients' best interest, which we are proud to serve in this manner which only benefits our clients.
Tax Minimization Audit
Gain the benefit of 25+ years of experience from a Tax Attorney/CPA to review your taxes and assist you in positioning yourself to pay the IRS not a penny more than you are legally obligated to pay ... this is not tax preparation but actual strategic tax planning.
A Fully Executed Estate Plan
We will assist you in completing your estate plan to avoid probate, avoid ancillary probate, ease the burden on your loved ones, keep your affairs 100% private and to avoid the nasty delays and expense of having to deal with probate.
Asset Protection Analysis and Recommendations
Receive a full liability exposure review followed by a personalized asset protection strategy outline. Our litigious society dictates you have to be proactive in protecting your assets. Are you a landlord, own a business, let friends use your condo in the Panhandle? All these make you an easy target to be sued.