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Results (23)
Risemint Capital Advisors
Risemint Capital Advisors
Specialties: 1031 Exchange, 721 Exchange, Budgeting, Commission/Fee Based, Creative Financing Tax, Debt Management , Estate Planning, Fee-Only, Insurance Planning, Retirement Planning, Self-directed IRA, Tax Planning & Strategy, Wealth Management
Risemint Capital Advisors is a fee-only fiduciary firm focused on providing comprehensive financial services to our clients. Risemint was founded to address perceived flaws in the investment management industry, we prioritize client benefit over profit-driven sales practices. Initially focused on optimizing client portfolios, the firm has since evolved into a holistic wealth management firm. Its process now begins with meticulous financial planning, integrating both quantitative data and subjective risk assessments to tailor strategies to individual goals, whether centered on retirement savings or family legacies. This emphasis on comprehensive planning ensures alignment between clients' objectives and their investment strategies. Risemint Capital Advisors remains steadfast in its commitment to portfolio management excellence. Once financial plans are in place and risk allocations determined, the firm focuses on efficiently deploying assets, while maintaining a close, relationship with clients. By serving as advocates for their long-term financial well-being, Risemint Capital Advisors aims to be a trusted partner for clients, providing unwavering support and guidance throughout their financial journeys.
Cerebral Tax Advisors
Cerebral Tax Advisors
Specialties: 1031 Exchange, Accounting, Bookkeeping, Business Taxes, Cost Segregation, Creative Financing Tax, MultiState Taxes, RE Professional Status, STR Loophole, Tax Planning & Strategy, Tax Prep & Filing
!!$400,000 in taxable income is the minimum requirement to become a Cerebral client!!! Check out our 80+ five-star reviews on Google to see why our clients love working with us! At Cerebral Tax Advisors, we are focused on minimizing your tax obligations and helping you build financial independence. With over 20 years of experience, Cerebral purposely keeps its client list small to provide a white-glove client experience through proactive, year-round tax planning while avoiding surprises. Real Estate investors, physicians, business owners and and high-earningprofessionals nationwide work with Cerebral to lower their personal and business taxes by an average of 48% annually through court-tested and IRS-approved tax strategies. Our founder and Lead Tax Strategist, Alexis Gallati, has extensive experience in high-level tax planning strategies and multi-state tax preparation, holds two master’s degrees and serves as an Enrolled Agent, NTPI Fellow, Real Estate Tax Strategist, and Certified Tax Planner. The investment in our services is flat-rate pricing and quoted upfront. Due to our high standards and careful selection process, we cannot work with everyone. To honor our 2X return on investment guarantee in our tax plan design services and provide an amazing return on investment, our clients must earn a minimum $400,000 in gross revenue annually. If you meet our qualifications, contact us for a free Tax Discovery Session to see if we are a good fit.