ADVANCED TAX PLANNING

Expertise you won't find on Main Street

FROM $40,000 TO $400,000 IN THE FIRST YEAR.

Working with Bill Hall and Cash Balance Advisors has completely changed my practice! Having owned my insurance and financial services practice since 2009, I had never produced more than 40k in life insurance premiums. “In my very first year working with Bill and his team, I closed 400K in premium financed life insurance and delivered more value to my clients than I could ever have imagined”.

 

In addition, I am now part of and work with the most respected professionals in the industry to bring niche estate and tax-advantaged strategies to other financial professionals and high net worth clients. I can’t recommend Bill and his mentoring team enough. Studies have proven that your most valued clients want more from the people they trust most, and Cash Balance Advisors delivers the niche services and strategies they will find tremendous value in. My clients do and yours will too!

Kevin Fitzgerald

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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.