Successful Business Owner Paying Too Much In Taxes
Are You A Successful Business Owner And Totally Frustrated By The Amount You Pay In Taxes?
Tax compliance is not the same as tax planning. Your CPA or tax preparer may check all the right boxes to help keep you out of trouble, but that’s not enough! This is merely tax compliance. To save money, you need a tax planning strategy.
Keeping the most of what you make is important to your business, and we want that too. We can find the missing opportunities that may be costing you thousands in taxes every year.
Meet Scott Burch!
Scott W. Burch is a non-traditional financial and wealth advisor, starting his career in 1989. Sage Investment Group is an independent firm specializing in financial planning for both high net worth individuals and businesses, working closely with select CPA’s to help them offer more proactive and comprehensive planning to their clients.
Whether you have a 401k/IRA to rollover, an existing portfolio to manage, risk mitigation needs or income to protect, we can help. Working alongside your attorney or CPA, you may need to establish or update an estate plan, or reduce taxes and expenses to increase business income, all of which we can help with as well.
Our proven Virtual Family Office process starts by gathering information - which allows us to identify any potential problems, as well as any opportunities, that may exist. Next, we begin to create your Virtual Family Office team if needed. Once the team has been created and collaboratively consulted, we then present our recommendations based on the goals you initially outlined, taking as much time as needed to fully answer your questions. We are then able to potentially eliminate problems and take advantage of opportunities - which may result in an overall improvement to your financial position. Once this is completed, you will know what you have, why you have it, and what it is designed to accomplish for you – thus resulting in educated decisions. We would welcome the opportunity to sit down and talk about what is important to you and establish a plan to help you accomplish your goals.
➤ Want to learn more?
📩 scott@sageinvestmentgroup.com
📞 626-421-7685
🌏 www.sageinvestmentgroup.com
Investment Advisory Services offered through Regal Investment Advisors, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Sage Investment Group is independent of Regal Investment Advisors.
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Sage Investment Group
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