Nick Bour, CLTC®,NSSA®
Entrepreneurs, Professionals, & Executives hire me to help them mitigate taxes and take the guess work out of Retirement Planning & Achieve the Work Optional Lifestyle with our Proven Framework
Nick Bour, CLTC®,NSSA®
Entrepreneurs, Professionals, & Executives hire me to help them mitigate taxes and take the guess work out of Retirement Planning & Achieve the Work Optional Lifestyle with our Proven Framework
We are a full service, boutique financial planning firm. Our team consists of dedicated, independent fiduciaries. We specialize in the areas of: Tax Planning Including mitigating or sometimes avoiding Income taxes, Capital gains, or Estate taxes. We use non traditional strategies that align with the clients goals of retaining and growing Generational Wealth. Executive Benefit planning Business Exit Planning Business Retirement Plans Attraction and retention strategies for key employees Group Benefit Plans
