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The Smart College Cost Eliminator

— ServicesThe Smart College Cost Eliminator ℠A turn-key college planning system. A better, smarter, safer way to fund...

Tax and Legal 360 Conference

Tax and Legal 360 Conference

Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahWhat is the Tax and Legal 360...

Retirement Savings Plans

Retirement Savings Plans

— Services Retirement Savings PlansA tool to help business owners reduce their insurance premiums and grow wealth in a...

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FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...

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ResourcesResource DirectoryPROFESSIONAL RESOURCE DIRECTORYAttorneys KKOS Lawyers CPAs Kohler & Eyre Self-Directed...

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FeaturedWebinarRecorded: March 18th @ 6:30 PM Pacific Time to put 2020 behind us and look forward to an amazing new...

Cost Segregation

Cost Segregation

— ServicesCost Segregation for Real Estate Investors If you are a real estate investor, you can save thousands of...

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Overview of Services & ProductsOverview ofServices & ProductsWe focus on helping successful business owners,...

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FINANCIAL INDEPENDENCE – When the assets you have provide the income you need to live the life you want and, your work is no longer a requirement, it’s an option.

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Asset Protection

Asset ProtectionOur asset protection strategy is to create barriers, boundaries, and safety nets to protect you and...

Retirement Planning

Retirement Planning

Retirement PlanningOur unique and proprietary systems and services will take you from where you are today, to your...

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About UsWe are a team of Registered Financial Consultants and Independent Fiduciary Advisors dedicated to serving a...