we help business owners
WHAT SETS US APART
Advocating for increased profitability through a cost-savings approach utilizing leverage and expense reduction programs for business organizations
We Teach You How To Fund A Better Retirement
Don't Simply Retire. Have Something to Retire To.
We Help You Reduce Cost And Increase Your Cash Flow
As a trusted business advisor we help business owners grow by developing strategies in five key areas:
1. Create a solid and sustainable exit -strategy for business succession to reduce, liquidate and minimize their business risks and protect their estate and when the business is successful, they make a substantial profit that they can enjoy for their retirement.
2. Maximize retirement & estate planning strategy utilizing tax-advantaged vehicles & using leverage & financing to triple their income so they can retire better.
3. Provide a total compensation key employee benefits program that will optimize benefits to attract and retain valuable employees.
4. Improve cash flow by providing access to funding and working capital for their business operations.
5. Provide tax-credits opportunity and cost mitigation initiatives to recapture business costs and expenses.
We are fueled by our commitment to excellence and advanced planning expertise, doing the right thing and going the extra mile to make sure that we show you how to identify opportunities and raise your hands. Get in touch with us today for a free consultation about how we can achieve your ultimate goals & objectives. Our job is to help business owners stay on top of their game while minimizing risks and saving money!
1. Create a solid and sustainable exit -strategy for business succession to reduce, liquidate and minimize their business risks and protect their estate and when the business is successful, they make a substantial profit that they can enjoy for their retirement.
2. Maximize retirement & estate planning strategy utilizing tax-advantaged vehicles & using leverage & financing to triple their income so they can retire better.
3. Provide a total compensation key employee benefits program that will optimize benefits to attract and retain valuable employees.
4. Improve cash flow by providing access to funding and working capital for their business operations.
5. Provide tax-credits opportunity and cost mitigation initiatives to recapture business costs and expenses.
We are fueled by our commitment to excellence and advanced planning expertise, doing the right thing and going the extra mile to make sure that we show you how to identify opportunities and raise your hands. Get in touch with us today for a free consultation about how we can achieve your ultimate goals & objectives. Our job is to help business owners stay on top of their game while minimizing risks and saving money!
Our Core Values
Customized Blueprint for your Business
Trust
Focus
Synergy
Expertise
Consistency
Teamwork
LEVERAGE
BUSINESS OWNER HEALTH & RETIREMENT BENEFITS PLAN
A Tax-Advantaged Approach to Wealth Management
Business Succession
EXIT STRATEGY & LEGACY PLANNING
Protect the Assets & Income You Accumulated
Financial Education
EMPLOYEE BENEFITS & INSURANCE CONSULTING
Optimize Benefits, Attract & Retain Valuable Key Employees
COST CONTAINMENT
TAX CREDITS OPPORTUNITIES AND EXPENSE REDUCTION STRATEGIES
A Comprehensive Savings Solution
TESTIMONIALS
What’s Being Said
Patrick Go
, Your Main Lab
You helped us expand our brand to a level we never thought possible. Thank you, RISE INSURANCE CAPITAL NETWORK, for believing in us and pushing us forward. We really couldn’t have done it without you.”
Samantha Sewell
, Cogent Consulting
“I’m so happy I chose to work with RISE INSURANCE CAPITAL NETWORK. From the initial consultation, all the way through the project’s conclusion, the service I received was impeccable and the end result really brought my vision to life.”
Dr. Rey Torres
Reno Obstetrics & Gynecology
“When I needed advice, RISE INSURANCE CAPITAL NETWORK was there to guide me through every step of the decision-making process. With their help, we managed to get back on track in no time.”