Bio: Retirement Income and Legacy Consultant, Financial Team Collaborator, Pastor, Author, Podcaster, Avid Golfer, and Grandfather.

Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.