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, click on the “Click To Learn More” link to the right for more info and contact Ike Devji today.
FINANCIAL ADVISORY:
Christenson Wealth Management – Phoenix, AZ: http://www.habitsofwealth.com/
This is award winning financial advisor Jeff Christenson’s firm and website. We often work together to help other advisors offer cutting edge wealth preservation strategies to their clients. Jeff has a national client base and a boutique wealth management practice that caters primarily to high net worth business owners, professional entertainers and executives and he has been listed among WORTH magazine’s Leading Wealth and Legal Advisors.
InVest – Las Vegas, NV: http://www.invest4business.com/
Financial Advisor Steve Beatty has specialized in working with business owners in the areas of strategic tax planning, wealth management, business planning and estate planning. Steve has earned his Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies at the University of Pittsburgh. He also became one of the first graduates of the 401k Coach Program, a national program from prominent 401k advisors.
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.
LEGAL SERVICES:
Lotzer Law Group, P.C. – Phoenix, AZ: http://lotzerlaw.com/
Attorney Trisha Lotzer Specializes in business law for corporations, small businesses, medical groups and medical and dental practices. She has successfully negotiated over $200 million dollars in transactions including over $95 million dollars of successful medical and dental practice formations, affiliations, purchases and sales.
Bethea Gillette Johnson, PLC – Phoenix, Arizona: http://arizonajohnson.com/default.aspx
Eric Johnson and his colleagues operate a boutique tax practice with an emphasis in aviation tax, business tax, advanced and complex estate planning, and federal, state and local tax planning. Clients range from publicly traded companies to privately held firms and private individuals. “We provide creative and effective solutions to our client’s tax and regulatory challenges. Our client’s are always economically better off having known us.”
Comitz Beethe, Scottsdale, Arizona: http://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: http://troncellitolaw.com/
As Principal and Founder of Troncellito & Associates, much of Michael Troncellito’s professional attention is devoted to commercial litigation and personal injury matters, ranging from automobile and workplace accidents to wrongful death suits. He also provides 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. His firm also represents defendants in DUI and other types of criminal cases.
OFFSHORE SERVICES:
Southpac Group- Cook Islands: http://www.southpacgroup.com/company.html
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.
Global Administrators, AG – Schaffhausen, Switzerland: http://www.globaladm.ch/index.html
The Swiss Office of Global Administrators AG is managed by Hans B. Rohner. A genuine Swiss banker, Hans Rohner and his team offer over 100 years of combined experience and refer business only to reputable and professional Swiss, Austrian, Hong Kong and Singapore banks with offices in jurisdictions that provide solid asset protection for his clients that are concerned about unjustified or unreasonable creditor claims. His broad experience in wealth preservation is substantial and his many years of working with top US estate planning attorneys, specializing in asset protection with top rated offshore trust firms and well rated banks, are a true asset to his clientele.
TAX ADVISORY and ACCOUNTING
Henry & Horne, LLP – Phoenix, Arizona: http://www.hhcpa.com/
Tom Cooper – Health Care Consulting Group and Debra Callicutt – International Tax Consulting. Henry & Horne, LLP is one of the leading privately owned accounting firms in Arizona. They have served clients in varied industries with a range of services from three offices in Tempe, Scottsdale and Casa Grande for over five decades. With 14 partners and over 100 professional and support staff, they have a wide variety of specialists to help meet nearly every client need.
