Using a Proprietary Process,
We'll Help Sustain Your Wealth Across Generations
At Cornerstone Wealth, we’ve found that proactive tax planning is the foundation of effective wealth management, yet is often overlooked. Our approach helps contractors reduce their tax liability, keep more of what they make, and further build and protect their wealth. Using the Builder’s Tax Reduction Roadmap Strategy, our principals can help you experience a level of unmatched tax and strategy planning.
Our Solution Has 3 Steps:
- Initial Contact
- In connecting with our team, we will review your company structure, tax, and/or revenue concerns you may have. We offer a 60-minute complimentary consultation to find out more about your business and discuss how to take advantage of various advanced tax reduction strategies.
- We will create a custom “executive summary” for you, which outlines strategic improvements and comprehensive recommendations, including a suggested implementation timeline.
- Next, we will work with you to put your plan into action. Working in conjunction with your other advisors, we usher in higher revenue preservation, minimize tax impacts, and enhance asset protection. Once your plan is fully implemented, the identifiable KPIs progress and translate into increased revenue retention, as well as heightened liquidity options.
Working To Save & Accumulate Your Company's Wealth Year After Year
Proactive tax planning can save you money on your taxes, provide the tools to create generational wealth, and help ensure that you are always in control of your family’s financial future. Our Tax Reduction Roadmap Strategy is in use by a growing number of clients and companies throughout the country, and we look forward to connecting with your organization.If you have any questions about inflation or interest rates, please reach out. We’re always here to help put things into perspective.
About the Author
Jason P. Berube is the Founder and CEO of Cornerstone Wealth Consulting Services, LLC in the Boston area. He specializes in helping contractors build wealth and protect their family businesses for generational growth.
This content is developed from sources believed to be providing accurate information, and provided by Cornerstone Wealth Consulting Services LLC. The information in this material is not intended as investment, tax, or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.