started conducting business as Koontz Financial in a sleepy little town in Washington State in 1969. Now the company is THE pioneer in applying artificial intelligence technology to help entrepreneurs lower tax liability and prepare for retirement. It has grown to have a national footprint with offices across the country staffed by technical consultants who have as their chief concern: To benefit entrepreneurs! The company is a partner company of Vast Holdings Group, LLC, a Nevada entity, that has the same philosophy for its underlying entities – providing resources and support for entrepreneurs. serves clients with needs as diverse as retirement assistance, tax mitigation, and management consultation and beyond. The great majority of new clients come the way of referrals. The typical referral will come via a tax attorney, CPA, financial representative, or similar professional who has a client in need.

To help clients obtain goals, uses a proprietary artificial intelligence system called "Einstein." That system is uniquely suited to assist an entrepreneur/retiree in spending time with family and other items of interest.


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