What sets us apart! We take a tax perspective in our financial services. Taxes is a huge financial concern for ever business owner and individual, but in our industry, a client must coordinate this themselves between several professionals. These professionals are usually separate businesses and normally don’t communicate between your other professionals. We have a team of CPAs, Investment Advisors, Tax Planners and Attorneys communicating together on your behalf. The services we provide for the small business and individual are implementing or managing your business 401(k) and providing your employees no cost benefit on financial education and advisory services. Tax services. Provide executive benefits for the highly compensated or key person, provide funding options for buy-sell agreements, plan owner exit strategies and retirement distribution plans for the business owner and individuals.
Investment Advisor Representative
Wealth Management Resources
1324 Pearl Road, Suite M-1 | Brunswick, OH 44212
Phone: 844.967.8292 | Local: 216.755.4481 | Direct 440.223.2580
Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Wealth Management Resources is independent of Regulus Advisors and Regal Investment Advisors.