Experience

RSM Financial Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Business Consultant

  • Aug 2015 - Present

  I help businesses get specialized tax incentives, get business loans, and reduce costs and property taxes. We offer businesses a free analysis to see how much money we can get them. They pay no upfront costs. We are paid a percentage of the savings that we provide. It truly is a win-win situation. We also help business executives set up retirement plans that are Tax Deductible, Tax Deferred and allow you to get your money out Tax FREE! If you own or work for a business with $1,000,000 or more in annual revenue and at least 20 employees, we can help you! We work with many types of businesses but we specialize in manufacturers, auto dealers, hotels, medical practices, funeral homes, CPA firms, restaurants, and commercial real estate investors. To see how much we can help your business, check out www.savings4mybiz.com and www.taxcredits4mybiz.com.



Robert Montani Agency

• Agency Owner

  • Jan 1988 - Present

  I help people generate 3X more income in retirement. I do this by greatly reducing or eliminating their taxes in retirement as well as eliminating the risk of loss. I also help people upgrade to the new life insurance that you don't have to die to use. I can also show you how to take the expense of a life insurance policy and turn it into an asset. Along with all of this, I can show you how to have an income for life no matter how long you live. You can see more information at www.RSMsafemoney.com