Our Expertise
Our Service Pillars
Three areas of expertise that set Certified Mavericks apart: Tax, Wealth, and Legacy.
Core Expertise
The Three Pillars of Financial Success
Certified Mavericks are experts in these three critical areas that drive financial success for business owners and entrepreneurs.
Tax
Tax mastery is the foundation. The average person loses about 30% of what they earn to taxes. We help you keep more of your money using legal strategies most advisors miss.
Key Services
- Advanced tax strategies and business structuring
- Quarterly tax planning and projections
- Finding every deduction and credit you qualify for
- IRS audit protection and support
- Multi-state and international tax planning
Wealth
Smart strategies to grow your money and protect what you have. We help business owners build wealth that lasts for generations.
Key Services
- Investment planning and management
- Retirement planning and pension strategies
- Real estate and other investment guidance
- Protecting your assets from risk
- Keeping and growing your wealth long-term
Legacy
Plan ahead to protect what you've built. Pass your wealth to the next generation and make sure your business and family legacy lives on.
Key Services
- Know what your business is worth
- Succession planning for family businesses
- Passing wealth to the next generation
- Trust and estate planning
- Smooth business transitions and exits
Rigorous Training
Every Certified Maverick completes intensive, hands-on training alongside industry leaders.
The Maverick Advantage
Why Choose a Certified Maverick?
Comprehensive Approach
Most advisors only focus on one thing. Certified Mavericks cover all three pillars so your tax, wealth, and legacy plans all work together.
Specialized Training
Every Certified Maverick has completed tough certification training and stays current through IRS continuing education in tax, wealth, and legacy planning.
Business Owner Focus
Our advisors work with business owners and entrepreneurs at every stage, from growing your business to planning your exit.
Proven Results
Over $1B+ saved for clients across 25 states. Certified Mavericks have a proven track record of helping business owners reach their financial goals.
Ready to Experience All Three Pillars?
Talk to a Certified Maverick who can help you save on taxes, build wealth, and protect your legacy.