Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.
Bio: I am a Certified Financial Planner with over 35 years of experience with business owners, executives, and wealth management, emphazing tax planning.
Bio: Hi. LegacyTree Foundation is a charitable non-profit that provides tax savings and structured income for your clients. A simple and easy strategy.
Bio: We work w/business owners to generate more wealth by implementing strategies that reduce taxes, and protect assets to allow them to give generously.