SouthJersey

An ideal client:
1. Has strong W2 income and wants to reduce taxes and build wealth
2. Is open to expanding business ownership with the right management
3. Is already knowledgeable about using investments and tax laws to gain financial advantages
4. Has one level of management connection to accountant
5. Has aligned interests and values:
a. Wants investment that will make a difference in the world
b. Values physical assets and cash flow
c. Wants to legally minimize interaction with government
d. Has an above average level of education and is well read