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Our Services

Tax Strategy

Predictable Retirement Solutions

Business Tax Avoidance

Liability

Legacy Planning

Superior College Saving Plans

Fee-less Portfolio Management

Market Crash Protection

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Insuring Portfolios AgainstMarket Crashes

Insuring Portfolios AgainstMarket Crashes

Seemingly Small FeesDevastate Retirements.

Seemingly Small FeesDevastate Retirements.

Business Owners &Executives Love Our Tax& Bonus Strategies!

Business Owners &Executives Love Our Tax& Bonus Strategies!

401K, Mutual Fund &IRA Myths Revealed

401K, Mutual Fund &IRA Myths Revealed

When Employees are<br />
Secure, Company<br />
Productivity Soars!

When Employees are
Secure, Company
Productivity Soars!

Blogs, Videos & Radio

IHeart Radio

Catch us on IHeart Radio’s Roni Deutch Show Now on KFBK 1530 AM & 93.1 FM. Catch us every Sunday morning on KFBK 1530 AM @ 7 AM.

West Coast Swiss Group’s Money Making Mark & Regular Joe will make your Sunday morning and financial future yodel.

WCSG Videos

Here you can find quick videos expanding on some of our strategies, philosophies & products. We are currently under re construction. Please come back and visit us in a week.

Money Blog

Ever start to think that portfolio and investing is so confusing that you need a financial advisor to help them to your money? Maybe it’s by design. Get educated on our blog. Time to get in touch, stay in touch and get educated about your money. Your education is our advantage.

Check out our extremely educational and entertaining Money Series with Money Making Mark and Regular Joe.

Testimonials

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