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Tax Planners

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Your Profession is changing... Are you keeping up?

Don't attract "more" clients... Attract "Mega" clients!

Change doesn't happen by accident.

Change doesn't happen alone.

 

Business Owners

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Are you a "successful" business owner?

Are you interested in keeping more of what you've earned for your family?

Create a plan that maximizes your family's financial outcome.

 

MALONE INTEGRATION GROUP

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Delivering DRAMATICALLY MORE VALUE to Business Owners!

The accounting profession is under more pressure to change than ever before in history. While lower-end financial reporting is quickly becoming commoditized by algorithmic software and discount chains, many tax professionals are needing to become the most trusted business adviser for their best clients. However, most tax practices are ill-equipped for such a potentially expensive task. Meanwhile, many regional firms think they are adding value simply by establishing an asset management component (another burdensome & commoditized service) to their firm.

The Malone Integration Group brings together arguably the most experienced & tested specialists from across the nation to deliver comprehensive institutional planning strategies for the tax professional. M.I.G. streamlines the planning and implementation of advanced strategies to deliver dramatically more value to business owners.

Reviews annual enrollment dates and options for Medicare participants.

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Explains benefits of employee-stock ownership plans for succession planning.

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Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will Your Funds Last?

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck