Tax Planning with our "Done For You" Business Model is the key to scaling your, financial, life, Accounting, or P & C businesses 10X 

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© 2019 Cash Balance Advisors - All Rights Reserved

Office: 916-674-2164

Home Office: 19720 Jetton Road, Cornelius, NC Third Floor NC 28031

Cash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third party administrators, CPAs, actuaries and/or attorneys.