The Wealth Zone is a Financial Services Firm comprised of experienced Tax, Accounting, and Finance Professionals who possess in-depth knowledge and experience in the Business and Personal applications of Financial Wellness.

Our definition of Financial Wellness is - "Achieving a well-funded Present and Future Life-style". Wealth Building begins by first realizing Financial Wellness.

The Wealth Zone advocates the concept of Financial Wellness for Businesses, Tax Exempt Organizations, Families, and Individuals by employing our Tax, Financial, and Management Consulting expertise to craft an Integrated Approach to:

Executive Benefits Suites

Executive Benefits are Incentives and Compensation that reward Business Owners and Principals for the dreams, hard work, and sacrifices of building a Going-Concern. Benefits also attract and retain Key Personnel and Staff by increasing their economic security, and improving worker retention and quality of life. The development of the Executive Benefits Suite can be complex and detailed, but results in distinctive Strategies and Programs that add Value to the Company.

Business Continuation and Transition Planning

Engaging in Future Thinking to develop Strategies that enable Business Owners and Principals to: Be certain that their Company will continue in the event of disability or demise of Key Personnel; Benefit Monetarily for the Value that has been built into their Companies, when they are ready to leave.

Wealth Building Strategies

Wealth Building begins by first realizing Financial Wellness. The Wealth Zone Financial Wellness Strategy has 5 simple Elements: Save Early and Consistently, Protect Savings and Earnings with Guaranteed No Risk of Loss, Grow Savings by earning Returns that mirror Stock Market Indexes, without the Risk, Conserve by living within our means and controlling debt, and Maximize by managing the impact of Income Taxes on our savings, earnings and distributions.

Re-Chart Your Course to "Financial Wellness" - Come into the" New Paradigm" that is... The Wealth Zone.