INTRODUCING THE
ESTATEPLAN™ PLATFORM
Digitized • Feature Rich • Dynamic
Establish your eStatePlan from the ease and comfort of your own home. View and update (24/7) your eStatePlan document set through your secure Client Console portal.
INTRODUCING THE
ESTATEPLAN™ PLATFORM
Digitized • Feature Rich • Dynamic
Establish your eStatePlan from the ease and comfort of your own home. View and update (24/7) your eStatePlan document set through your secure Client Console portal.
ABOUT US THE eSTATEPLAN™
Convenient Access Anywhere
Establish your eStatePlan from the ease and comfort of your own home, view and update (24/7) your eStatePlan document set through your secure Client Console portal.
Formulate/Update Personal Medical Directives Anytime
Formulate/Update Personal Medical Directives Anytime
Create and keep your current personal Medical Directives (AMD) ONLINE (24/7). Your attending physician (medical provider) will have ONLINE (24/7) pass-code access to your AMD by way of a Medical Card in your wallet.
Asset Protection
83% of retirement savings are at risk for 20% to 50% losses.
Watch this short video to learn how and why, and what you can do about it.
If you are saving money for retirement in an IRA, SEP, 401k, 403b, or 457 account:
Watch this short video to learn how tax free can be better than tax deductible.
Watch this short video to learn how life insurance companies now allow you to take a portion of your death benefit if you experience a critical illness like cancer, heart attack, or stroke.
InFormation Is Power
Below Are Links To Estate Planning Info
InFormation Is Power
Below Are Links To Estate Planning Info
Reduce Your Tax Burden guaranteed
ACCORDING TO A SURVEY PUBLISHED IN FORBES...
93% of Businesses Overpay Taxes!
Don’t let higher income trap you into unnecessarily high taxes. Our team of tax specialists can help you save $30,000 to $100,000+ annually through strategic tax planning that goes far beyond basic year-end deductions. Our tax experts will analyze your unique situation and create a custom tax reduction strategy to help you keep more of what you earn. Let us show you how to stop overpaying and start saving.
EMPOWERING BUSINESSES THROUGH STRATEGIC RESTRUCTURING
Our clients save an average of 28% which results in tens, hundreds (or even millions) of dollars being freed up to grow their business and accomplish more than they every thought possible. Check out the results we’ve generated for just a few of our clients below.
Business Case Studies
Physician Group
MULTI-SPECIALTY MEDICAL PRACTICE IN PHILADELPHIA, PENNSYLVANIA
Successful physician group with 6-figure tax bills:
We helped them restructure their entities which created more efficient cashflow, reduced their liability exposure, and supercharged their retirement savings all while vastly reducing the amount they were overpaying to the government.
Dry Cleaner
LAUNDRY CHAIN IN DALLAS, TEXAS
Chain of 14 dry cleaners filing as a Sole Proprietorship:
We created an entity structure that made it possible for the other family members involved in the business to obtain executive benefits and significantly reduced their tax burdens, while at the same time protecting them from the potential liability exposure an operation like this takes on with the chemicals used in dry cleaning.
Electric Company
80 YEAR OLD ELECTRIC COMPANY IN DENVER, COLORADO
Aging owner selling business to his employees:
We provided an ESOP analysis and ended up creating a more efficient and cost effective exit strategy. During the process, we also assisted the owner in properly classifying his ownership position which resulted in preferential tax treatment of the sale of a large portion of his shares in the company.
Franchisee
FAST FOOD RESTAURANT OWNER IN NORTHERN CALIFORNIA
Successful business woman with over two dozen franchises:
A complete corporate restructuring resulted in an almost 7 figure reduction in annual taxation, and at the same time, we worked with her financial advisor to get her estate plan in order while accomplishing the corporate restructuring needed to implement the income tax plan.
MEET OUR ADVISORS
JOE TU
Joe Tu is a seasoned financial services professional with more than 25 years of experience at leading institutions, including Starwood Capital and Invesco. As a Certified Tax & Business Advisor (CTBA), he provides strategic financial guidance to small business owners and families, specializing in tax-advantaged wealth solutions. His areas of expertise include risk-managed strategies for retirement planning, estate strategies, and generational wealth transfer.
A long-time advocate for public service, Joe has served as a Board Member for the Friends of Dallas Police for over a decade. He is a proud alumnus of New York University, where he earned both his Bachelor’s and Master’s degrees. Joe has been married to his wife for over 25 years. They are proud parents of four children—all accomplished black belt martial artists and National Gold Medal Champions.
SEAN PFEIFFER
Sean Pfeiffer has been advising clients on tax matters, insurance and financial planning for over 20 years. He earned a BA in Economics from Sewanee: The University of the South after graduating from Dallas Jesuit.
He holds a Series 65 Securities license and is the agency broker for Reference Insurance. As the national benefits broker for a major airline union, The UPS Stores Owners Association, Trustees Alliance and others. He holds insurance licenses in over 35 states.
Sean lives in Rockwall, TX and enjoys cooking and golf.
FRANK SELF
With over 30 years of entrepreneurial leadership, Frank Self is dedicated to helping families and business owners navigate the complexities of financial protection.
Based in Oklahoma City, Frank operates an independent agency that provides access to a broad suite of A-rated insurance products across multiple states. His practice is built on a foundation of integrity and deep expertise in estate planning and private pensions. Frank’s mission is simple: to deliver the tailored guidance necessary for his clients to secure their legacies and enjoy lasting financial security.
JIM EISCHEN
Jim Eischen, a graduate of Oklahoma State University and a Life Underwriter Training Council Fellow (LUTCF), has built a distinguished 30-year career in life insurance and financial planning.
As a specialist in the estate planning arena, Jim collaborates with clients and their advisory teams to construct effective, long-term strategies for family protection. His extensive experience ensures that every client receives a personalized plan tailored to secure their financial legacy and provide absolute peace of mind.
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