Richard Myer has over 30 years of experience as a successful entrepreneur and Financial Advisor who brings value and savings to both businesses and individuals. He is passionate to help business owners, individuals and their families reduce their income tax. He specializes in reducing income taxes utilizing comprehensive tax strategies.
Richard’s focus is on advanced tax strategies not available on main street. His mission is to educate his clients on the importance of tax planning and not financial or insurance products.
There is never a conflict of interest for CPAs to work with our team of professionals because tax planning and tax preparation are two different specialties. Our professional tax advisors specialize in high level tax design, not tax preparation.
Richard and his team of professional tax advisors understand first hand the impact massive income tax reduction can have in people’s lives.
LICENSES & ACCREDITATIONS
- Life/Health/Annuity Licensed
- Series 6 & Series 65 Securities Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Income Protection
- Wealth Management
- Tax Planning