Because taxes are the single biggest expense of your life, having a formal Tax Plan in place is essential to your long-term success both personally and in your business. At Hilton, cutting your taxes NOW and long-term is always at the core of everything we do. We may not be able to make your tax bill disappear overnight, but we can assess your current tax situation and design a well thought out plan to reduce taxes significantly with the goal to eventually zero out your tax liability.
The numbers speak for themselves. At Hilton, we cut our clients taxes on average by $30,192 annually. Many, much more than this, over and above what their "well qualified" CPA has already done for them. In the process, we'll also reduce your audit risk substantially! Of course, your tax-saving results may be higher or lower depending on your own unique tax situation.
How does this benefit you? Ultimately it carries over to your wealth building. Every tax dollar saved NOW can work toward your long-term financial success and get you to financial freedom sooner.
BUSINESS & CASH FLOW PLANNING
Operating and managing a successful business year after year deserves the same attention as your personal and family financial situation. Careful attention to taxes, expenses, benefits, insurance, and succession planning can impact your bottom line and the long-term success of your business.
Hilton can take a sharp and detailed look at your bottom line and help you make sure all the “t’s” are crossed and the “I’s” are dotted.
Bottom line: Increase your cash flow and profits to ensure long-term stability through the use of a formalized Business Plan.
Hilton believes a lasting wealth strategy is dependent on having stable cash flow and income long-term. After looking at your unique financial situation in detail, we'll design a holistic plan that helps you build greater wealth faster. A well thought out plan will also produce better cash flow in your business plus provide you tax-free income you CAN'T outlive.
We do all this better than your average financial planner or broker because of our direct access to institutionally-based wealth and legacy building strategies.
You will have exclusive access to the financial strategies only the wealthiest in the world use.
ASSET PROTECTION & LEGACY PLANNING
Protecting your assets and designing a Legacy Plan can be an emotional and complex series of decisions. Hilton will help you maximize the value of your assets to protect your family, preserving your legacy for your beneficiaries or favorite charity. Whether making sure assets stay intact long-term plus leaving them properly to your heirs or a charity, or wanting to develop an exit or succession plan for your business.
At Hilton Tax & Wealth Advisors, we can help you design a strategy that allows you to most efficiently share your life’s work with others.
People often talk about insurance as “protection,” but it’s really a form of risk mitigation both now and in the future. It ensures that, no matter what twists and turns come with life, you have a safety net in place.
Whether it’s life insurance, long-term care or disability insurance, complex life insurance trust arrangements, or even an annuity --- insurance can provide resources when most needed.
Proper insurance strategies can also help you leverage and grow your wealth substantially and allow you to leave assets completely tax-free to your hiers.
BENEFITS & DEFINED BENEFIT PLANNING
It can be difficult to know how your company's retirement/benefits and defined benefit pensions will align with your other assets and other income and cash flow scenarios. This is vital both now and in the future for your retirement plans.
Hilton can review what is in place and see if all your retirement plans and income streams will work together to support your long-term business and personal financial goals.
