Kevin "Mr. Wonderful" O'Leary from ABC's Shark Tank suggests to take a look at our company. He says we are helping by "using artificial intelligence in a really innovative way to help you (entrepreneurs) save on tax." Mr. Wonderful is a world renown investor and businessman.
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Events & Trainings
May 12, 2021
Four Seasons Hotel,
Las Vegas, NV
June 16, 2021
Advanced Tax and Retirement Strategies: Entrepreneurs Using AI
Four Seasons Hotel, Seattle, WA
July 7, 2021
Real Estate Tax/Investing Mastermind Group
Bainbridge Island, WA
August 4, 2021
Premier Client Services Group (Invite only)
Bainbridge Island, WA
Our Services For The Entrepreneur Include
We work with entrepreneurs to lower tax liability, enabling them to increase retirement income, all while using an advanced artificial intelligence platform we call "Einstein."
Under another moniker, it was founded in Bellevue, WA in 1969.
Tax consulting, financial services, qualified plan consultation, benefits outsourcing, management consulting, actuarial consulting, and many other services that help entrepreneurs.
Typically any number of our teammates are involved in the client engagement. At times, either internally or otherwise, we have an attorney, CPA, actuary, and/or senior level consultant providing guidance on a project.
It is our proprietary roadmap technology for entrepreneurs. The service will allow an entrepreneur to optimize current finances on a tax efficient basis while also having an eye on legacy planning. It is comprehensive and transformative.
Yes. We currently have over 200 plans with whom we consult.
Yes, though only on a random occasion at this point.
We are Beta now and expect to have a formal launch in early 2021. There will be a "rolling" rollout of new services and products over the course of one to two years. Up to that point, we will be accepting new clients via invitation only.
Typically it has been based upon a financial, tax, or legal professionals who did not have a solution and asked our technical team to assist. We reviewed, researched, and then provided a solution based upon any number of implemented services. We consider ourselves experts in going the "extra" mile in our consultation. All while doing the consultation within the legal bounds of the law, cost effectively, and with relative ease for the entrepreneur.
It depends upon the engagement While in Beta we are making a transition to subscription pricing with our services as low as $25 a month all the way to $1,000 a month. It all depends. In some instances, a number of our services where we previously charged, we are providing for free now that we have new advanced systems being implemented.
Yes, it is Vast Holdings Group, LLC. It has a number of "sister" companies that work together to provide badly needed services to help the entrepreneur. Our company does NOT provide legal, securities, or similar services.
Michelle Lawson is the Chief Operating Officer. She has vast knowledge and has had "C" level experience in the financial services sector for some time. James Martin is the managing consultant for the company. He has worked with entrepreneurs for over 20 years. R. Kenner French also helps with the consultation and is a noted author, keynote speaker, and entrepreneur himself.
US Offices in
Bainbridge Island, WA | Bakersfield, CA | Cleveland, OH | Dallas, TX | Eugene, OR | Fremont, CA | Hilton Head, SC | Las Vegas, NV | Pompano Beach, FL | Miami, FL | | West Palm Beach, FL | New York, NY | Ontario, CA | Plano, TX | Silicon Valley, CA
UK Affiliate Office in
Puerto Rico Affiliate Office in
Old San Juan, PR