Our Strategic Partners
The following is a small sample of some of the key “best of class” strategic partners including lawyers, CPAs and financial advisors we work with all over the United States to help protect clients and help advisors offer the widest possible range of solutions and resources. If you would like to know more about one of these proven resources please visit their website.
If you are an advisor that would like to know more about how working with us will serve your clients and your practice, go to our “Adivisors Only” for more info and contact Ike Devji today.
Fortress Financial Strategies – Glendale, AZ www.FortressFinancialStrategies.com
Brett and Rebecca Andrews bring years of combined business and financial service experience to the West Valley with Fortress Financial Strategies and their sister company Alpha AZ Insurance www.AlphaAzInsurance.com . Fortress has special programs including integrating Asset Protection and other special strategic planning for doctors and other business owners alongside their financial planning to deliver what Brett refers to as the cornerstones of his clients’ financial foundation.
Comitz Beethe, Scottsdale, Arizona http://www.cobelaw.com
Mike Beethe and Ed Comitz – Litigation, real estate, disability benefits, bad faith.
Comitz Beethe is an AV-rated boutique litigation and transactions firm based in Scottsdale, Arizona. They provide widely-acclaimed legal knowledge and skills to clients in Arizona and across the county, primarily in the areas of insurance bad faith investigations and litigation, commercial litigation, healthcare, real estate, commercial transactions, transportation and equine law.
Troncellito and Associates, Phoenix, Arizona: troncellitolaw.com
As Principal and Founder of Troncellito & Associates, much of Michael Troncellito’s professional attention is devoted to commercial litigation and legal representation to businesses of all sizes, and serves as outside general counsel to firms and companies of all types and sizes – from “mom and pop shops” to companies with $20 million in annual revenues. In this role, Michael drafts and negotiates contracts, handles commercial litigation matters, and performs other legal and consulting services.
Viper Law Group, Scottsdale, Arizona http://viperlaw.com
Attorney Tanveer Shah and his firm are known for successful results and committed personal service. The firm’s practice areas include all types of personal injury law including but not limited auto accidents, insurance bad faith, medical malpractice and wrongful death claims.
Southpac Group- Cook Islands: www.southpacgroup.com
After almost thirty years in business, Southpac is the largest and most experienced provider of offshore trust and fiduciary services for clients seeking to preserve their wealth. Southpac’s methodology and standards have become the benchmarks in leading international finance centers. We have thousands of clients that safely and dependably use Southpac as part of their trust structures.
Crest Insurance Group Scottsdale, AZ. (Multiple locations, AZ, CA, CO) https://www.crestins.com
Crest Insurance Group’s vision is to develop the firm to be the top insurance agency based in the Southwest. Crest Insurance has grown to include offices in Tucson, Phoenix, Scottsdale, Sierra Vista, Flagstaff, San Diego, Denver and Las Vegas. They have experienced agents writing policies for clients throughout the United States. We offer coverage for life insurance, renters insurance, business insurance, commercial insurance, Medicare and more.
TAX ADVISORY and ACCOUNTING
A.K. Accounting and Tax PLLC is a boutique firm specialized in providing accounting, outsourced CFO/ Controller services and tax planning and preparation for small businesses.
The firm caters a variety of industries. Some of the clients over the past few years include custom manufacturers, landscape companies, financial services, law firms, healthcare companies, shredding/ recycling companies, racetrack entertainment companies, temp services, plumbing, HVAC, and healthcare companies.
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Tax scams that doctors sell each other: Conservation easements (part three in my series on end of year tax fraud sa… https://t.co/egDpGFBXRR
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