How Can We Help You?
Our clients save an average of $22,750, per year, EVEN IF they already had a CPA
Get a 360° view of your Business
Beyond “bookkeeping” – see not just what happened, but where you are going with financials plus leading & trailing KPIs
Grow My Business
You KNOW you can grow your business, but you could fast-track your progress with coaching on Systems, Tracking, Accountability, Software, the Timing of Decisions – basically an “outsourced” CFO (Chief Financial Officer) – services designed to help you achieve your business goals
Create Wealth, Achieve Financial Goals
Tax Savvy investing, financial coaching, investment protection strategies, IRAs, 401(k)s, Defined Benefit Plans, Modern Portfolio Theory – everything you need to succeed in keeping, growing, and protecting your hard earned dollars
Estate Planning, Wealth Transfer
How to protect your assets, avoid probate, provide for your spouse, protect your kids, protect assets from divorce, make sure creditors cannot access your savings and investments, how to create a legacy that will last for generations to come
The Ultimate Small Business
The Sentry Method
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.
Stage One – Minimize Taxes and Gain Clarity
Our team will teach you the most advanced tax strategies that have historically been only for the Ultra-Wealthy or large corporations. Our average client sees a tax reduction of more than $22,750 year after year by switching to work with us – EVEN IF they already had a CPA doing their taxes. Some clients have seen a reduction in hundreds of thousands of dollars in annual taxes. The Treasury Inspector General for Tax Administration (TIGTA) has found that 93% of Small Businesses sampled over-paid their taxes by an average of $11,638 .
Stage Two – Growth By Design
Once you’ve achieved clarity around your KPIs and business results, our Team will be there to help you achieve your business and financial goals. Whether you want to grow sales, work fewer hours, systematize, open a new location, hire remote employees, minimize expenses – our Outsourced CFO services will have you covered.
Stage Three – Wealth Creation
When your business is producing profit, you have even more decisions to make: what amount of business capital should you keep on hand to weather emergencies? Should I re-invest profit into the business or begin saving and investing for retirement? What’s better, a 401(k) or a defined benefit plan? Do I have enough money saved for my family to prepare for a rough-patch? Am I investing my assets in a way that maximizes gains for my level of risk-tolerance? What type of investments allow me to access the funds if I need business or personal liquidity without penalty?
Stage Four – Asset Protection & Legacy Creation
Protecting your assets and leaving a legacy is now within reach for you and your small business. Our team will assess your business and personal risk profile, discuss your wishes, find out exactly what your individual priorities are for your business, personal, and family goals, and design a solution for you that allows you and your loved ones to have peace-of-mind, knowing you’ve prepared for the future. We’ll teach you why the modern estate planning model (which has been described as “dump, divide, defer, and dissipate”) is a flawed model.
Our process includes an analysis of:
- State-Level Probate Avoidance
- Family Investment LLCs
- Revocable and Irrevocable Trusts (Including Last Will & Testament & Powers of Attorney)
- Domestic Asset Protection Trusts (DAPTs) (Nevada, Wyoming, Alaska)
- Captive Insurance Companies
- Divorce Protection Trusts
- Re-Marriage Protection Trusts
- Spend-Thrift Trusts
- Disability Protection
- Long-Term Care Protection
- Private Non-Operating Charitable Foundations
- Private Operating Charitable Foundations
- Donor Advised Funds
So, whether you are just starting your entrepreneurial journey, are looking to take it to the next-level, or are setting yourself up for the big “exit,” we look forward to supporting your goals, providing invaluable tax and business advice, and helping you achieve your dreams through the Sentry Method (SM).
 Entrusted, by David R. York and Andrew L. Howell, Copyright 2015 by YH Publishing, LLC.