For far too long, small business owners have struggled with needing a bookkeeper, a tax preparer, a Certified Public Accountant, a Financial Advisor, a Legal Advisor, an Estate Planner, an Insurance Agent… you get the idea. It’s nearly impossible to get all of these “advisors” on the same page to help you achieve your goals.
But the “ultra-wealthy” have always had this luxury through something called the Family Office. A Family Office is created when a family has enough assets, business, and net-worth to be able to hire a team of dedicated professionals to help them with all their needs, whether accounting, tax, legal, financial, or insurance. If this family has any questions at all, they only need to call their Family Office.
Isn’t it time Small Business Owners, Entrepreneurs, Coaches, and Consultants had this level of expertise at their fingertips too?
That’s our Vision at Sentry Law, Wealth, & Tax – to bring the benefits of the Family Office to Everyday Entrepreneurs. Our founder, Jeffrey M. Cooper, JD, CPA has spent the last several years working with the country’s most elite Attorneys, CPAs, Financial Advisors, and Insurance Agents to develop advanced strategies for Tax Reduction and Wealth Creation. Our unique process, the Sentry Method (SM), will guide you through the Four Stages that each provide an increased level of profit, control, clarity, and protection.