$500MM AUM | $4MM GDC in Sunset Hills, MO
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50% of our business revenue comes from Insurance related strategies revolving around Life Insurance as an Asset Class to replace Cash and Bonds in a client's portfolio. Some people refer to this strategy as "Privatized Banking." We also utilize Alternative Investment strategies (Non-Traded REIT's, BDC's) with our clientele. We operate a Tax Practice (e3 Tax) that serves 2,500 individual and corporate clients with accounting, bookkeeping, auditing, and overall consulting. Also, we integrate those services into our Resource Network for Individuals and Business Owners.