ADVANCED TAX PLANNING

Expertise you won't find on Main Street

ABOUT

OUR STRATEGIES ARE UNLIKE THOSE OFFERED ANYWHERE ELSE IN THE FINANCIAL INDUSTRY.

Your professional team includes experts from across the board to offer the most comprehensive approach to cutting taxes. When your tax team includes only a CPA or a single financial planner, you miss out—PERIOD! No matter how great one tax prep professional is, they can’t compare to a full team of expert strategists.

Each member of our team has a unique financial or legal background, and we combine our strengths to prepare tax plans you won’t find on Main Street.

Our professional team is ready to go to work for you on every case without you having to pay their salary. This is a huge value that you’ll bring to the affluent marketplace. Our team includes, but is not limited to:

 

  • Qualified Pension Administrators (QPA)

  • Chartered Retirement Plans Specialists (CRPS)

  • Employee Retirement Plan Agents (ERPA)

  • Certified Financial Planners (CFP)

  • Certified Public Accountants (CPA)

  • Chartered Financial Consultants (ChFC)

  • Chartered Life Underwriters (CLU)

  • Tax & ERISA Attorneys

  • Actuarial Science

  • Third-Party Administrators

  • The Tax Reduction CPA™

  • CPA Certified Public Accountant 

  • CFP® Certified Financial Planner

  • CTC Certified Tax Coach

  • CTP Certified Tax Planner

  • CMA Certified Managerial Accountant

  • CFM Certified Financial Manager

  • MSA Masters of Science in Accounting

THE PERSON 

WHO GIVES VALUE FIRST

HAS THE LEVERAGE

Our team is what sets Cash Balance Advisors apart from the crowd. This team is not a network. They are on the payroll, but Cash Balance Advisors members don’t have to pay it.

This team will work with you every step of the way to close business with you as your partner. Your role is to promote the back office professional team, not products or strategies! They are the element that will truly bring value to high net worth clients.

We’ve made it simple for you to provide the largest IRS-approved tax deductions to the wealthiest families and business owners. With a second-to-none exit strategy, this is income planning at the highest level.

Cash Balance Advisors is a national mentoring and consulting company for wealth advisors. We are directly responsible for the success of some of the most successful financial professionals in the U.S. CBA provides a total business application backed with consulting, which helps advisors maintain and manage their own tax advantage planning business.

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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.