Who we serve
CPA Firms
You run today’s successful practice, but the industry is changing rapidly. Accountants are no longer defined by tax returns, compliance services and audits, but are expected to be their clients most trusted advisor.
Your clients look to you to help them make smarter decisions while protecting and growing their wealth. How can you chart a course forward that creates more value for them without the loss of business that comes from referring your clients to third parties?
We have practical ways to help you evolve into that ideal practice SIGNIFANTLY FASTER than you thought without getting overwhelmed.
By integrating strategic partners, and sophisticated tools you can provide a broader scope of service which is what your best client wants, resulting in a more profitable practice.
Let us work together to deliver more value to your clients.
The learn more button should take them to CPA/EA Partnership.
Business Owners
You pour your time, energy, and heart into your business. You create value, build wealth, and do amazing things. But your business expertise does not necessarily translate into financial expertise–especially about taxes.
How can you maximize your business and personal financial potential?
With complexity of business combined with marketplace shifts and changing regulations, you know that you are best served when a group of professionals work synergistically to offer more proactive and holistic solutioning, rather than competing for each other’s business.
You want comprehensive proactive planning and solutioning, so we integrate strategic partners and sophisticated tools to achieve this.
We bring to you our Virtual Family office of professionals in key area of Tax Planning, Risk Mitigation, Wealth Management, Business Advisory and Legal Experts.
At a fraction of the cost, you replicate the time-tested team-based model of support utilized by big business to score great success,
At LiveGreat our specialty is creating personalized insurance solutions. But we de-emphasize singular focused strategies or products. We work in team-based model with our family office to serve you holistically.
And because we are a team, whenever you have a question or need to change strategy one call is all it takes.
High Net Worth Persons
You’ve worked hard to be successful, but with that success comes complicated finances.
Your current team of financial professionals works hard, but separately in silos, usually competing for each other’s business. You know that you are best served when a group of professionals work synergistically to offer more proactive and holistic solutioning.
Let us help you simplify the complexity. We provide
1. Our team of national experts of CPAs, Wealth Managers, Attorneys, Insurance Agents work synergistically to provide comprehensive well curated strategy
2. With our cutting-edge technology and proactive and holistic planning process to generate a tailored opportunity report for prioritizing and solutioning.
At LiveGreat, we are a team, our goal is to maximize your personal, investing and business potential giving you more time to pursue your interests and goals.
Individuals & Families
Are you looking for an alternative to Wall Street’s “buy and hold” strategy that keeps your money for 40 years with uncertain results, and charges a penalty for an early withdrawal?
Is your current strategy in line with your goals, priorities, values and beliefs?
Let’s work to build a holistic strategy, that provides the building blocks to get started on the right foot and stay the course towards your goals. Letting you win now and in the long run.
Starting with three simple questions.
1.Where do you store, invest or grow money?
2. How well do you understand how money works?
3. Equally important, if not even more important, are your risk exposures cost effectively mitigated?
Where are your assets?
Safe Bucket or Risk Bucket
Is this aligned with your values? Your Risk tolerance?
SAFE money (Low risk, security, steady growth)
RISK money (Potentially high growth, high risk, capacity to lose principal)
We work with you to build a strategy that increases your RATE OF RESULT and aligns your money with your goals, priorities and values.
How money works -
Uninterrupted lifetime compounding
Control
Opportunity Cost
Efficiency of Money
With these building blocks, we work with you to put your money to work.
Increase your rate of result
Fund your dreams
Protect your downside exposure in a cost-effective manner
Minimize exposure to tax
Build a legacy
Work with an advisor that has your best interest in mind
We use time tested financial vehicles and resources (used by the wealthy scaled for any resource size) to achieve your goals.
You are great at what you do. Your ability to create value makes you your greatest asset.
Your money should work as hard as you do.
As a professional you are well trained with a defined pathway to success. You are executing on your plan with periodic reviews to ensure that in the long run you meet your target. You live intentionally.
Let us help you do the same managing the wealth that your profession has provided for you.
Is your financial strategy aligned with your short and long-term goals? Or are you simply following traditional financial planning methods based on uncertain future market returns with penalties for early withdrawal. Are you looking for a more efficient way ---- with more certain result?
Using your individual goals and priorities as a compass, we work with you to create a unique strategy that works for you.
As your personal worth grows, we want to be your most trusted advisor and help maximize your financial potential. We utilize a team-based model and aim to be your Proactive Planning Team working closely together to identify and address your biggest problems and help you meet your most important goals.
Our Family Office. At LiveGreat, our specialty is creating personalized insurance solutions tailored to your needs. With our team-based support we work synergistically alongside other professionals who are best of the best in 5 key areas: - Risk Mitigation, Wealth Management, Tax Planning, Legal Services and Business Advisory to ensure a holistic solution.
We truly upgrade our clients to a 21st century model which ultimately maximizes their potential.
The Professional
Let your capital work as hard as your investment does!
What stage of investing are you? Exploring, New Entrant, Burgeoning, Successful and Established
Let us amplify the return on your investment. Our team will work with you to take a good deal and make it ever better with the right money strategy.
Create your own internal funding source
Keep cost of capital low
Define your loan terms
Curtail lost opportunity cost
Increase efficiency of capital
Protect your investment
Still thinking…. let us help you go from dream to reality
Go from “someday” to “today”
Create a money bucket to fund your dream.
Sustain your dream by seeding your funding source and determining your loan terms.
Protect your downside exposure in a cost-effective way.
Investor or Aspiring Investor
Do you want more for your children than you had? What are you willing to do to start off your child on a solid financial footing?
Eager to prepare your child financially and mentally for adult life? What is your plan? Let our team help you and your child with a plan to make a smooth entry into adult life.
Go from Financial Literacy to Financial Stewardship.
