“It’s not what one makes, It’s what one keeps that makes the difference.”
Representing over 60 years of experience in the wealth management business, Elite Resource Partners embraces the old adage “it’s not what one makes, it’s what one keeps that makes the difference.”
Our mission is to provide business owners, professional practices and families peace of mind and confidence that they are making smart choices with their money. We accomplish this through collaboration with the advisor team to implement sophisticated tax reduction solutions and advanced business planning strategies through our nationally recognized network of partners.
Strategic planning is a forward-looking approach through which our clients maximize wealth and minimize their legal tax liability. This is accomplished by utilizing specific tax advantageous approaches tailored to each client’s unique situation.
Elite Resource Partners is a compassionate and purpose driven organization that takes its commitments seriously then effectively and routinely leverages the best in its people to deliver quality win-win solutions that blend harmoniously with its clients’ needs.
In order to leverage our expertise, we have partnered with Elite Resource Team which is one of the premier firms focused on expanding a CPAs capability through the use of their training and national network of experts.
Jan is grateful to be a Partner Firm in Lion Street, Inc. They are a leading national financial services company. Lion Street is an elite network of fiercely independent Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients.