Do you want to learn how to build real
Generational Wealth for your family?
About Generational Wealth Strategies
With over 15 years of experience helping professionals and small businesses build measurable generational wealth, we know what it takes to set your business and personal life up for success! We help you maximize tax savings, protect assets, and enhance retirement savings with innovative, real-world strategies. Casey ensures clients receive exceptional value and proactive advice.
Core Values Of Our Business
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Client Loyalty and Goal Alignment
We are steadfast in our loyalty to our clients and their goals, ensuring that their success is our top priority.
Dedication to Value
We are dedicated to providing exceptional value, always striving to exceed client expectations and deliver more than promised.
Action-Oriented Results
We motivate our clients to take decisive action, transforming their investment plans into real, tangible results.
OUR SERVICES
At Generational Wealth Strategies, we are committed to partnering with our clients to proactively minimize their current tax burden and leverage those assets to build Measurable Generational Wealth with current and proactive tax savings opportunities.
Tax Strategies
Tax Advising - Preparing your tax return should be a celebration of your hard work and success, not stressing about last minute deadlines and unexpected tax bills. We provide expert tax strategies with a proactive approach, offered monthly, quarterly, or as needed, to assist individuals and businesses in optimizing tax strategies, while reducing their tax burden.
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Second Opinion Tax Review - Our team of tax advisors carefully assesses your previous tax returns and financial records to identify potential errors, missed opportunities, and areas for improvement.
Individual & Business Tax Preparation
At Generational Wealth Strategies, we understand that tax preparation can be a daunting task for business owners.
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Our Dedication to our clients to minimize their tax burden while maximizing their future and current wealth.
Tax prep for forms:
1040, 1120, 1120S, 1060, and more...
Small Business Growth
New Business Setup - Initial onboarding advising and setting up trifecta plan and annual strategic plan.
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​Bookkeeping & Payroll Support - Produce monthly/quarterly financials, business operations
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Accounting Services - Financial statement preparation, general ledger maintenance, financial analysis and more.
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How Can You Benefit?
AMPLIFY
SIMPLIFY
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Grow your wealth with sophisticated investing strategies tailored to your portfolio.
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Protect your wealth through tax-efficient decisions and other tactics designed to help you keep more of what you earn.
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Save money through lower investing and custody costs negotiated on your behalf, and through services like foundational tax and estate planning.
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More time to do what you love – and less time coordinating multiple professionals, chasing down documents and gathering information.
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Greater confidence knowing that you have a dedicated team of professionals that is proactively working on your behalf.
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Greater clarity of purpose and philosophical alignment with your spouse, partner, and family members.