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We are recognized as one of the Rio Grande Valley’s leading experts in the field of business protection planning & consulting, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern: •Buy/Sell Agreements & Funding •Estate and Succession Planning •Key-Employee Protection & Executive Bonus Arrangements •Business Consulting & Planning

On-Demand Episodes

"getmoore" money segment, this week in finance, get motivated and stay motivated,courage without compromise, importance of doing your homework, what is motivational DNA, plus assest protection, business consulting, planning... more

Asset protection and wealth transfer. Plus,interview with Carol Schmitt, CPA / Partner at Salinas, Allen & Schmitt on 2010 credits (tax, energy, mileage and estate). Also, Haitian relief effort donors get tax break.

Asset protection as well as an interview with Dr. Jorge Garcia of Garcia Chiropractic on stress management, rehabilitation and alternative treatment. Also, is this the year of the Roth? Plus, tips for setting financial goals.

Las Vegas, Nevada, Interview with CEO / President of Bluething Web Design Dr. John Thomas on how to take advantage of a global economy, technical marketing plans and other problems businesses are facing today. Plus, guest host, Carlos... more

estate planning and "the death-tax," interview with Amanda Glover of Financial Solutions Group on healthcare and employee benefits, strategies to help kick off the new year, asset protection and much more

The dreaded "death-tax", plus heated CNBC debate on the topic. Also, interviews with computer expert, Bryan Bounous, and Mortgage Banking expert, Janie Garcia.

business consulting & protection planning strategies, asset protection, wealth transfer and much more

business consulting and protection planning, buy/sell agreements & funding strategies, income replacement, equity harvesting and much more

Episode #3: equity harvesting to accumulate wealth, reducing taxable income, executive bonus arrangements, term vs permanent life insurance, business strategies and much more.

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