Category: Finance

3 tricks to decrease small business costs today? If your business doesn’t require a physical location then you need to don’t buy or rent one. Instead, options like working from home, shared workplaces, or switch meeting at an employee’s house every month. However, if your business does need a physical location then keep this in mind: analyze how much physical space you have so you don’t take on more than needed and consolidate different functions like using a space for dual purposes.

Embrace the cloud: Now could be the time that your business embraces the cloud like never before. This can provide you with excellent savings with regard to the expenses of running your own physical servers, and the costs of IT infrastructure and staff to manage it. When businesses find themselves in a position where they’re spending more money than they’re making, there are no easy choices. The ideas set out above are some of the smartest ways to save, but it’s also important to understand which parts of your business you need to avoid cutting out.

If you’re cutting costs, there’s probably a good reason. In a particularly difficult time, you may feel the whole world resting on your shoulders. Yet, the decision doesn’t affect only you, and it’s important to keep employees, clients and everyone else in mind. Beyond avoiding cutting staff, you might even ask the staff for their suggestions to get through the challenge being faced by all. – Dawn Brown, MD, ADHD WELLNESS CENTER PLLC

Cloud computing is very popular, and it isn’t hard to see why. This fairly new technology can be used in various ways; for instance, you could host a virtual phone system from your house as a customer service line. This means you can provide your clients and customers with a reliable, affordable form of customer service – even if you don’t have an office or any employees. Discretionary expenses are costs that you want but don’t need. For instance, you may be spending money on weekly snacks for the office, or you may want to buy a water cooler. We suggest holding off on discretionary expenses if you want to save money; after all, you can always buy these items later, when your business is booming! Read even more info on Website company.

A great idea to help save money for your small business is to rent a shared space instead of a separate office. It’s no doubt that every business in its embryonic stage will be small in size; meaning fewer staff members are required. Therefore, there isn’t a need to rent a large office. You can easily find a vacancy in a lot of shared workplaces as they are quite common these days. This will help you save money on the rent since the rent will be divided between your business and the other business renting the same shared space.

Payday loans applications from Slick Cash Loan? How to choose an emergency loan? Funding speed: If your situation is urgent, quickly getting a loan may be your priority. While some lenders offer same-day funding, typical funding times are two to seven days. Online lenders often disclose how long it takes, so you’ll know what to expect before applying. Gather the required documents — such as W-2s, pay stubs and bank account statements — before you apply for a loan, and promptly answer the lender’s questions to speed up the loan process.

HUD is the commonly used abbreviation for the Department of Housing and Urban Development operating in the US. It helps people who need assistance in buying a home that is not only reasonably priced but also is in a good state. HUD inspectors carry out close inspection of the properties which is different from an inspection carried out by privately-owned inspection companies. Many homeowners prefer to buy bargain-priced houses available through the HUD Home store program. But as a precautionary measure, it is always advisable to get a HUD inspection for the home completed before the purchase process winds up.

Some employers will allow the staff to get a payday advance from their paycheck. These employers advance you for work you have already done. There is a side effect, though. That is, you will need to ask yourself if you can handle taking an advance from your paycheck. You will have other obligations to handle when you get your paycheck. On the bright side, though, you will not have an interest rate that is more than 100% APR on the advance. Alternatively, if asking your employer for a payday advance is not a feasible option, you can ask your employer if there any extra hours for you to pick up. Many employers are responsive to their employee’s financial needs. They value your employment. There are, however, not always extra hours to give an employee. In cases such as this, you have the option of picking up a side gig. The funds from the side gig can go toward paying your payday loan in full and not sweating it. Read even more info at easy payday loans online quick application slick cash loan.

Create A List Of Amenities – When shopping for a home, list the Top 10 features (fireplace, fenced-in yard, new appliances, etc.) that are most important to you. Establishing this criteria early will save time shopping for inappropriate homes and keep you from buying a home on a whim. Your top reason for buying a home should be the value you are getting. That being said, some of your top 10 amenities could be sacrificed if an incredible value becomes available.

Get An FHA Loan? That refers to a loan that is guaranteed by the Federal Housing Administration. The loan itself typically comes from a private lender. One advantage of FHA loans is that they can have higher debt ceiling ratios. Instead of the conventional 28/36 ratios, FHA loans may let you use a 31/43 ratio. Still, FHA loans can have slightly higher interest rates, says Mary Ellen Garrett, wealth management advisor and portfolio manager, Merrill Lynch. Homebuyers tend to get FHA loans because they do not have much saved for a down payment. Another reason is that their credit score is too low to qualify for a regular loan. In most cases, that means a credit score below 620, according to BankRate.com, but above 500.

Most lenders will require you to show that you have an active source of income. Start by gathering documents that show your income over the past few months. Include things like bank statements, PayPal and e-commerce ledgers, tax returns, receipts and any other documents that show you have money coming in. The exact documents required will vary by the lender you choose and the nature of your business or work. Personal loan lenders are quite flexible in the uses that will be approved for a personal loan. That being said, you will need to let them know why you are taking out the money and how much you want to borrow. Having this decided prior to reaching out will help to expedite the process. Additionally, it can protect you from taking out more money than you need and digging an unnecessary financial hole. Find more information at here.

Local Miami Charities get a major donation from David Jaffee: Who is David Jaffee? A former Investment Banker, stock trading and financial employment author, public speaker and founder of BestStockStrategy.com, David Jaffee is one of today’s success stories.

The stock market has experienced unprecedented levels of volatility recently. While the market plunged ~36% in just 33 days, the speed and magnitude of the decline was historical – with daily volatility more than 10x higher in the 2020 sell off than in 2008. A very good stock market coach is very important if you want to navigate safely through periods of high volatility. With other 1,000 students, many people consider https://beststockstrategy.com/ and David Jaffee the best options trading coach available.

Many students were coached by David Jaffee, with excellent results. Mr. Jaffeee helps his students be consistently profitable and improve their lives by learning how to sell options and collect option premium.

Here is what one of his students said : “David was awesome. Very intelligent and diligent. I learned a lot about investing from him. Love his strategy and investment philosophy. I am using it every day. Smart guy. Highly recommended. 5 stars overall.”

We don’t live in a perfect world, and there’s never going to be a perfect time – but there are always people out there in need of help. Whether interest rates are rising, the economy is in a recession, or even if you’re experiencing financial difficulties of your own, the reality is that when you donate your money, you help others who need it.

This year David Jaffee has donated $100,000 to local Miami charities. With a reported net worth of over $60 million, Jaffee is known to donate to numerous charitable causes.

When contacted to discuss his philanthropic endeavors, Mr. Jaffee said, “I’ve been very fortunate in life and want to pay it forward.”

With an unemployment rate that could hit 32% (with close to 50 million unemployed), David Jaffee has donated money to a variety of local charities that will help provide food, shelter and safety equipment to those in need.

When you donate money to charity, you generate opportunities to meet new people and provide opportunities that weren’t originally there. By making a real impact, you infuse your everyday life with more meaning. Sometimes the simple act of donating time or money can change the course of someone’s life.

David Jaffee is trying to help the ones in need, so why not follow his example?

Income tax recommendations plus companies? If you have business income and expenses to report on Schedule C, you will need to share your books and records (for example, QuickBooks or any other accounting system you use, receipts for expenses, and relevant bank and credit card statements).16? The better organized your records are, the less time it will take a preparer to process your taxes, which translates into lower fees for their service.

When you earn a high income, you tend to pay a higher percentage of taxes than average earners. There are exceptions, of course, but in general, people who earn more pay more. And, if you’re a high earner, you might think you have no choice — that you must resign yourself to bearing a high tax burden. But is that really the case? The short answer is no. We spend a lot of time talking about tax planning with our clients, including those who have sizable incomes. In fact, one of the most common questions we hear is this: What’s the best way to reduce taxable income?

Businesses can take tax write-offs on purchases of business equipment, machinery, vehicles, and sometimes even real estate. These write-offs can sometimes be taken in the first year you own and use the equipment. The two most common types of this accelerated depreciation are Section 179 deductions and bonus depreciation. Section 179 deductions allow you to immediately deduct the costs of certain assets when you put the assets in service. The maximum deduction was increased to $1 million in 2018 under the Tax Cuts and Jobs Act (TCJA). Equipment, machinery, and certain real estate purchases can qualify. Discover additional info at https://greentree.tax/.

Serial Investors Don’t Necessarily Get a Tax Break. There’s a rumor that you can sell a home and escape taxes by rolling the gain into a new property. That rule, however, hasn’t been around for almost 25 years, and even then applied only to personal residences. To get a tax break for gains on personal residence sales, you’ll have to move into the home and live there at least two years out of five years. If you do that when you sell, you can exclude $250,000 of the gain from tax (twice that if you are married filing jointly).

Suponic Global or how to earn real money playing games? Many games have a form of currency within the game where players can earn, purchase, and spend within the game. The rise of gaming combined with the increased popularity of cryptocurrencies is the perfect mix for the tokenization of game assets. By using blockchain technology, gaming assets can be not only bought, sold, or traded outside of the game but can be actually owned by the player.

What is Suponic Global? League of Legends could easily create their own generic token, League Coin, and then utilize it for other things in game that people must purchase on market or at a select price to buy standard in game things similar to a stable coin. The market would organically find prices for the NFTs through the laws of supply and demand. This really would not be hard at all. Plenty of people are already spending money for things called riot points, which give you the ability to buy additional skins, new champions, and experience boosts. All the game masters would need to do is turn their in game “points” into a real token. Afterward map out wallets like I mentioned before, and then create an internal exchange.

The gaming industry is now worth more than $10 trillion, and it’s growing year by year. We are able to set standards across the gaming industry, paving the way for a new set of ideas and rules for managing the gaming community by adopting Suponic Protocol. Advantages for game developers. Gamers will be immediately motivated to play the game more seriously, attracting millions of new players trying to earn their fortunes to join the game. Extra skins, new champions and enhance the experience. Gamers who owns SGC or obtained from the games can take their SGC to trade in Exchange. The value created by the SGC is an unprecedented breakthrough in the global game and cryptocurrency industrie. Read more details at Suponic Global.

Searching for work-from-home opportunities?: Make extra money online methods but free of scams ? We will review a few of them here. To keep demand high across generations, Disney Studios carefully restrict the supply of some home release classics. They are locked away in the ‘vault’ for 8-10 years before being released for a short unspecified time. Buy them in this window at normal retail price and you can turn a nice profit when they go off sale for another decade or so. For example, in 2011 you could buy Beauty and the Beast on Blu-ray 3D for just £24.99. In just a couple of years it was on Amazon for a staggering £74.99!

QuickRewards is fairly similar to Swagbucks and InboxDollars. This site has been around since 2002, so you can feel confident that they’re reliable. There are over 50 unique reward options to choose from. In addition to playing games, you’ll get paid for many other easy tasks. QuickRewards pays via PayPal and gift cards. You can choose from over 50 online/offline gift card options including Amazon, Applebees, Wal-Mart, and more. There is no minimum for PayPal payments, and you only need a $5.00 account balance to access gift cards. PayPal payments are made within 72 hours and gift cards are sent within one week.

Take the first step needed in learning if this home based business is right for you. The Right Business Parternship makes a HUGE difference when building an online business from home. Anyone can run a business when they have the right tools and platform. Take the First Step! Experience a short video and survey that will quickly show you the value the business will bring immedietly into your life. Next a strategy session will help you learn the critical steps to get you on your way. We will connect you with a supportive team to help you meet your goals. Find extra info on https://www.workwithjohngreen.com/business-quick-start.

You still might get a knock on the front door with an award check, but Publisher’s Clearinghouse also has PCHgames to earn money as well. PCHgames has instant win games and token games that allow you to win $1000 in prizes. They offer additional tokens if you are a frequent player. For example, you earn 2,500 bonus tokens by playing at least one game daily for an entire week. The more games you play and playing consecutive days in a row helps you to earn even more tokens. You cannot redeem tokens for prizes directly. However, they can be used to buy entries for sweepstakes to win gift cards, merchandise, or even the $1,000 daily sweepstakes.

You might have heard listening to just two or three songs in the shower can help you save water. And it’s true; hearing a few of your favorite songs start and end, one after another, can remind you how long you’ve been in the bathroom and shorten your wash time. Why bring this up? Because the same general principle can help you stay on task when working from home. But instead of three songs off your music playlist, run your laundry instead. Doing your laundry is a built-in timer for your home. So, use the time to start and finish something from your to-do list before changing the load. Committing to one assignment during the wash cycle and another during the dry cycle can train you to work smarter on tasks that you might technically have all day to tinker with.

Upwork is one of the largest all-in-one freelance platforms. It’s free to join and you can bid on up to 30 projects each month plus receive invitations to interview for other job proposals. You can connect with clients for nearly any online task including freelance writing, graphic design, data entry, customer service, computer coding, translation, and legal services. There is a 10-day holding period from the time the client approves your work (milestone) to when you can collect payment. Once your available balance is at least $100, you can request payment via direct deposit or PayPal. Read even more info on https://www.workwithjohngreen.com/.

Best quality tax office providers in Houston, TX? Bunch Your Charitable Contributions: In 2019, married couples filing jointly have a standard deduction of $24,400. For single taxpayers, the standard deduction is $12,200. The Tax Cuts and Jobs Act of 2017, which nearly doubled the standard deduction, also eliminated miscellaneous deductions, capped state and local tax deductions at $10,000 and limited mortgage interest deductions to loans of up to $750,000. These changes can make it difficult to itemize deductions unless someone has significant charitable donations. Powell suggests people bunch two years of contributions into a single year, which would allow them to claim an itemized deduction every other year. For those with the financial means, setting up a donor-advised fund may be ideal. “You get the deduction in the year you move the money (into the fund),” Powell says. However, charitable gifts from the fund can be spread out over time.

This is a important topic in 2020. Money are a big problem, as everyone knows. We will discuss about a few tax advisors tips finishing with the introduction of a high professional firm in US. Get professional Tax preparation and Audit defense, so you don’t have to face the internal revenue Service alone. Our Team of licensed Enrolled agents will assist you in every step of the process. Therefore, you are not alone. So if you have back taxes, or simply filing your taxes, call us now. We at Green Tree Tax are ready to tackle all your tax problems. Whether you have a late tax return, International Tax Responsibility and simply wanting to file your Tax return Contact us. Most importantly, your estimate is free of charge, so you only pay us when we file your taxes.

Under CCPA provisions, an employer cannot discipline or terminate an employee whose wages are being garnished for a solitary debt. However, federal laws and CCPA provisions do not extend protection for employees with multiple wage garnishments. Some states may provide greater protection for employees by increasing the number of garnishments that can serve as the basis for termination or by prohibiting all terminations because of garnishments, so it is important to understand any applicable state regulations that may affect your business.

In today’s competitive business world, one has to be Bookkeeping-service-graphic-300×202 Best bookkeeping services in Houston, Texasaware of how other’s business is running with keeping an eye on each transaction that the business involves. Management of records every day can help you to do your business planning & activities easily. Green Tree Bookkeeping Services are professionals and extremely helpful when it comes to bookkeeping. Bookkeeping is a process of keeping track of every transaction or process of recording that a business does. Also to maintain them on a monthly, and annual record. Nowadays it is almost mandatory for every business industry. One main reason behind this is whether you are running a small company or a large business; your day to day transaction details must be accurate and well maintained to avoid conflicts. Read extra information at https://greentree.tax/best-bookkeeping-service-in-houston-texas/.

Personal Expenses (Deductions). You will receive Form 5498 for IRA and health savings accounts contributions from vendors and Form 1098 for home mortgage interest deductions. But you’ll have to collect most of the information documenting allowable deductions, such as business expenses, from other financial documents, such as check registers, canceled checks, bank statements, and credit card statements. Download and print summaries of the prior year’s transactions for each credit card, and review each transaction to determine whether it may be deductible. I use a marker to highlight the transactions that may affect my filing for easy identification later. You can use a similar culling process for canceled checks.

Familiarize yourself with new tax rules: The Tax Cuts and Jobs Act that took effect in December 2017 made big changes to the U.S. tax code. The tax reform means two things for you. Some of the tax breaks you might have taken advantage of in the past are gone. There may be some new tax breaks you can use when preparing your taxes. Check out our tax reform review to see the biggest changes and start thinking about things you can do to take advantage of them.

State tax you paid last spring: Did you owe taxes when you filed your 2018 state tax return in 2019? Then remember to include that amount with your state tax itemized deduction on your 2019 return, along with state income taxes withheld from your paychecks or paid via quarterly estimated payments. Beginning in 2018, the deduction for state and local taxes is limited to $10,000 per year. When you buy a house, you often get to deduct points paid to obtain your mortgage all at one time. When you refinance a mortgage, however, you have to deduct the points over the life of the loan. That means you can deduct 1/30th of the points a year if it’s a 30-year mortgage-that’s $33 a year for each $1,000 of points you paid. Doesn’t seem like much, but why throw it away? Also, in the year you pay off the loan-because you sell the house or refinance again-you get to deduct all the points not yet deducted, unless you refinance with the same lender. Find more details on https://greentree.tax/.

Top quality income tax services in Houston, TX? Invest in Qualified Opportunity Funds: Taxpayers can defer paying capital gains by reinvesting their money into Qualified Opportunity Funds. The funds, which were created by the Tax Cuts and Jobs Act of 2017, are intended to spur economic development and job creation in distressed communities. If money is held in a Qualified Opportunity Fund for seven years, 15% of the capital gains tax on the investment is eliminated. “It’s a wonderful tax incentive,” Zollars says. However, like other provisions of the tax reform law, the funds and their tax-savings benefits are scheduled to end in 2026. That means to have your money held in a fund for seven years, you’ll need to make an investment before Dec. 31, 2019.

This is a important topic in 2020. Money are a big issue, as everyone knows. We will talk about a few tax loan recommendations finishing with the presentation of a top professional firm in US. Get professional Tax preparation and Audit defense, so you don’t have to face the internal revenue Service alone. Our Team of licensed Enrolled agents will assist you in every step of the process. Therefore, you are not alone. So if you have back taxes, or simply filing your taxes, call us now. We at Green Tree Tax are ready to tackle all your tax problems. Whether you have a late tax return, International Tax Responsibility and simply wanting to file your Tax return Contact us. Most importantly, your estimate is free of charge, so you only pay us when we file your taxes.

Employers are typically notified of a wage garnishment via a court order or IRS levy. They must comply with the garnishment request, and typically start withholding and remitting payment as soon as the order is received. IRS wage garnishment and levy paperwork will walk you through the steps of completing the wage garnishment. Paperwork should also include any relevant contact information, which you should not hesitate to use if you have any questions. This is certainly one scenario where it’s in your best interest to contact many people rather than attempt to guess and create possible errors.

We’re a leading Tax Preparation and IRS Service in Houston, TX. Also, our team has multiple experienced professionals to offer you a smooth tax service. So, look no further than Green Tree Tax if you have questions regarding your taxes similarly, tax audits. We at Green Tree Tax undoubtedly, provide you with exclusive tax services in Houston at an affordable price. Our team of professional Enrolled Agents brings you the best tax preparation services. Because of, us being a leading tax preparation company provider in Houston, TX. Discover more information at tax preparation services.

Automate or Outsource Tax Calculation and Filing: While the IRS has made an effort to simplify tax forms and reduce the time and complexity of filing a tax return, it remains a daunting task, especially since it occurs only once per year and is often stressful. Fortunately, companies like TurboTax and H&R Block offer sophisticated tax software programs to help filers complete the task quickly and relatively inexpensively. The IRS even offers free tax filing software for taxpayers with an adjusted gross income of $69,000 or less. To determine whether you’re eligible for the free software, check last year’s return for your adjusted gross income (AGI), which appears on line 7 of the 2018 version of Form 1040. For those with incomes greater than $69,000, the IRS provides Free File fillable forms for electronic filing. However, these forms offer only basic guidance, so you must know how to do your taxes yourself. Most of the filing programs allow you to keep track of any refund due and select your preferred method of payment – direct deposit, paper check, or holding and applying the refund for the coming tax year. When deciding whether to use a professional preparer or a software program, consider your income, the complexity of your return, unusual events that significantly affect your income or expenses, and your concern about a tax audit.

Look back to last year’s return? Hopefully by now you’ve filed your tax return for last year, or filed for an extension. If you’ve already filed your taxes for the current tax year, look back and think about areas that were problematic or extra stressful. Then think about how you can alleviate that stress for next year. For example, if you did your own taxes and had trouble with the math, consider using a free online tax-preparation service like Mtptaxes next year. If you had trouble verifying contributions you made to charity, plan how you’ll keep better records so it’s easier to claim a charitable deduction.

Moving expense to take first job: Here’s an interesting dichotomy: Job-hunting expenses incurred while looking for your first job are not deductible, but moving expenses to get to that first job are. And you get this write-off even if you don’t itemize. If you moved more than 50 miles, you can deduct 23 cents per mile of the cost of getting yourself and your household goods to the new area, (plus parking fees and tolls) for driving your own vehicle. However, beginning in 2018, moving expenses are no longer deductible for federal taxes unless you are in the military and the move is due to military orders. Some states such as California continue to provide this tax benefit. Read extra info at this site.

Candace Pendleton or the ascent of a speaker? Candace Pendleton is a prolific trader and mentor with over two decades of experience day trading the futures market. Using her system and coaching, thousands of people trade profitably and achieve financial freedom. She founded 123EasyTrade in 2010 and Commodities University in 2015.

Candace Pendleton students about their mentor : Good Morning Candace! I have to share my tradings with you, I started trading to day at 7:15 a.m. and stop by 9:00 a.m. I made $3,260.00. Hooray!! I use all my entries very wisely. Thank you sooo much! Have a great day!!! Marta. Dear Candace, Traded for 1 hour on Crude with 2 contracts made around $350 live money. rode some pretty good trends. Was up $550 then quit for the day. Your system is perfecto! Tomas R.

I made 156 ticks LIVE MONEY trading the Nasdaq and the Russell. I quit trading around 10:30 est. I traded for approximately 1 hour to make $1,560!! Thank you for sharing your knowledge with us! Your system works really, really well. Stephen P. Hi Candace, Just to keep you posted, today I made $2,310.00 live money during lunch!! Marta P. First of all I can’t tell you how much I enjoy learning from and trading with you. You are truly caring, understanding and very informative. I am up approximately 13 points (I think that is the same as ticks?) this week after trading with you. This is in live money and trading only one contract at a time since I am still a newbie. I have found it very helpful to trade in a group as it is a more reassuring and learning environment. Thank you for all your help and the information that you have taught me. I still have lots to learn and am anxious to do it with you as my coach!

And to end the article here is our tip of the day: Ichimoku Binary Options Trading Signals: The Ichimoku indicator is a comprehensive trend trading system that works equally profitably on all financial assets. The analysis may seem difficult for beginners, but thanks to lines with completely different properties, you can “catch” a lot of trading signals. On the chart, Ichimoku looks like this: The Ichimoku indicator is in all popular binary options platforms and at the same time shows several types of trend: short-, medium- and long-term movements. This allows you to accurately calculate the expiration time without complex analysis.

Our trading education courses are covering all the major areas, including technical analysis, fundamental analysis, risk management and trading psychology. Furthermore, all the courses are highly interactive and allow you to choose an area of study that would best fit your interests, trading style, assets class and learning objectives. At Trading Education, we understand that everyone’s style of learning is very different. Therefore, we have developed various options through which you can get your trading courses. If you wish to receive a more personalised approach while learning how to trade, a 1-2-1 trading education is the best option for you.

Choosing the right financial advisor for your needs is very important, a key element, doing so means you won’t end up paying for services you don’t need, or working with an advisor who isn’t a good fit for your financial goals. Getting a strong referral from a friend or family member can be the first step in finding the right financial advisor.

Picking an advisor who is patient and doesn’t panic is very important to success. You need a planner who is always evaluating what options are best for you, but does not divert from a well thought-out strategic plan. A good advisor should have access to a broad range of experts to meet your specific needs. A team approach will ensure that you get the professional advice you require to meet any specialized investment, wealth management, insurance or debt management objectives.

A good financial advisor will meet with you face to face, and with your significant others, regularly throughout the year. And that level of attention should continue every year of your relationship. Too many times, people meet with an advisor, develop a plan, and then simply get statements in the mail.

Jeffrey Larson and 25 Financial fit all the check boxes. Jeffrey Larson has offered guidance to high-net-worth individuals and families, helping clients acquire financial independence as well as rare alternative investment opportunities for investors seeking higher rates of return while mitigating risks. Since graduating Biola University in 2004, Jeff has been an active resource for high net worth individuals and families.

Since 2004, Jeffrey Larson is constantly exploring opportunities to achieve his clients’ goals. He regularly takes due diligence trips to meet with the executive teams that operate the investment opportunities he recommends. Additionally, Jeff invests in his team, fostering strong relationships and a culture with a common purpose. Jeff and his wife, Kim, live in St. Louis with their five kids. In addition to work, they enjoy hiking, biking, motorcycling, fishing, camping, boating, mini-golf, and just about anything else outside with friends and family.

Jeffrey Larson offers guidance to financial independence for his comprehensive clients and rare opportunities into the private equity world for those investors seeking higher rates of returns while mitigating risks. He believes the best service comes from a team of fulfilled employees and building into those who share the responsibility of delivering results to his clients. As a team, they truly enjoy “working” and are blessed to carry this responsibility.

Jeff enjoys growing and exploring new opportunities to better equip and educate his clients. The following are a few areas in which he spends his time: Team – Maintaining strong relationships with his team, fostering a worthy culture that brings a common purpose greater than themselves. Technology – Constantly exploring and investing in opportunities that achieve client’s desires. Travel – Flying around the country for due diligence trips to deeply understand, walk, touch, and meet the executive team who will be overseeing the investment opportunity for himself and his clients.

Not all financial advisors are the same. Some specialize in certain practice areas, types of clients, income levels, investment strategies, and products. Some work with clients all over the country, while others focus on clients in their town. Some can help you with your taxes, insurance needs, or estate planning and others will focus on retirement planning. There are advisors for the younger client and some specialize on retirees. You can find a planner to help with life stages planning, estate distribution strategies, and business planning.

Jeff and his wife Kim met at Biola in Orange County, CA and now live in St. Louis with their five children. In addition to “work” they enjoy hiking, biking, motorcycling, fishing, camping, boating, mini-golf, and just about anything outside with friends and family. Jeff and Kim have the privilege of teaching K-3rd Sunday School. Warning to clients interested in golfing with Jeff; he likes to get his money’s worth, so his goal is to hit the ball as many times as he can! Read extra details on Jeffrey Larson St. Louis.

Registered Financial Consultants (RFC) have met the requirements of the International Association of Registered Financial Consultants, which confers the designation on planners who meet certain academic and work-experience guidelines. These titles do provide some assurance that the planner took the trouble to take the courses to raise his or her level of skill and knowledge in the field.

We asked Jeffrey Larson to tell us a little about himself: “I have a unique approach to managing my clients wealth. I believe every portfolio needs to have a percentage allocated to “racehorse” opportunities that can bring the kind of returns to drive out-performance. I am fortunate to have creative and carefully-vetted partnerships that bring alternative investment opportunities to my clients they cannot get elsewhere. To evaluate investment opportunities, we use an extensive due diligence model, adapted from some of the top private equity firms in the industry.