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Entrepreneur

Advisor - Mentor - Leader

ABOUT OUR FIRM

A Range of Financial Services Tailored to Your Needs

At our firm, we specialize in helping individuals and businesses invest with confidence through strategic tax engineering and planning. Whether it’s income generation, asset accumulation, real estate, or business investment, our primary focus is on creating a robust financial structure that ensures our clients peace of mind. We design these structures to protect our clients from the volatility of down markets while offering them complete control—without relying on banks or traditional investment firms.

 

Our goal is clear: to provide safety, stability, growth, and tax-free benefits from investments, using advanced tax engineering strategies. We guide our clients through creating a resilient, tax-efficient plan that not only protects their wealth but also maximizes long-term growth and eliminate tax liabilities.

 

A core component of our approach is ensuring that our clients’ assets are classified as Tier 1 Capital—the safest and most secure classification of capital. This designation is recognized by individuals, businesses, and banks as the ultimate indicator of financial strength. By utilizing tax engineering, we help our clients structure their investments to fall within this classification, offering them unparalleled protection, financial security and tax free benefits. 

SERVICES

Financial services with the goal of financial education. We specialize in a comprehensive approach to begining-to-end analysis per business or household. We partner with 220+ financial services companies across the US & CAN, providing us with the ability to personalize strategies for our clients. 

EXPERIENCES

Our mission is to empower our clients with customized tax engineering strategies that safeguard their assets, strengthen their financial position, and provide a stable foundation for future success.

OPPORTUNITY

We are looking for individuals who have the desire to grow & align with our core values. A staggering 70% of Americans are looking for additional income to supplement their lifestyles. We provide a ground-up, referral-based, part-time, or full-time broker training opportunity.

Danielle Manzon is an experienced entrepreneur and financial strategist

who is passionate about guiding individuals and businesses toward financial independence and success.

 

She has established a successful network of licensed agents nationwide and works with a wide range of clients, including everyday families as well as high-profile figures such as professional athletes, artists, and public personalities.

MEET DANIELLE

Senior Associate

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US IN NUMBERS

48

Current Projects

282

Homes Renovated

35

Valued Partners

FEATURED EVENTS

Connecting - Empowering - Educating

HAPPY PATRONS

Treat Every Client Like Family

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