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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

A Family Office Model Based On Your Mindset, Not Your Net Worth

e3 ConsultantsGROUP is an organization created to challenge the status quo as to how Americans are educated about money and finance related decisions. We want to add value to the lives of individuals, families and entrepreneurs in all areas of their personal and business economy. Our business model is designed to help our clients, staff, and advisors “think differently” about their financial picture.

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e3 ConsultantsGROUP is a holding company that oversees our activities in the following areas:

e3 Tax – Our in-house tax department serves individuals, families and business owners in the areas of income tax preparation, accounting, bookkeeping, compilation, business consulting, and cash flow management. e3 Tax serves our clientele with an experienced team of tax professionals including several Certified Public Accountants (CPA) and Enrolled Agents (EA). Since 2012, e3 Tax has worked with thousands of individual and corporate clients. e3 Tax is looking to expand through strategic partnerships, joint ventures, and acquisitions across the country to create a local to regional to a national footprint in the coming years.

Watch this video to learn more about our Accountants Partnership Program

e3 Real Estate – e3 combines its resources in the wealth and tax arenas to consult with real estate entrepreneurs in the following areas: cash flow strategies, income tax minimization, financing options, private lending opportunities, strategies regarding the purchase and sale of investment properties (residential and commercial). e3 Real Estate has access to an integrated resource network of financial professionals that assist entrepreneurs with entity creation, asset protection, and overall estate planning.

If you would like to be educated on how real estate fundamentals and privatized banking strategies can be integrated, email us at [email protected] to receive a complimentary copy of a short presentation.

e3 Wealth – Oversee $500+ million in assets and provides a family office model to all clients regardless of their level of net worth. We provide clients an Integrated Resource Network where they have access to almost any service that deals with money: cash flow strategies, income tax preparation/strategies, investment strategies, insurance solutions, mortgage/debt management, employee benefits, Social Security & Medicare solutions, estate planning, asset protection, and privatized banking concepts.

Watch this video to hear our e3 Wealth Story

e3 Wealth serves clients with various backgrounds of education, work experience and lifestyle. Our intention is to work with clients who have a similar “mindset” as we do about money and finance related decisions. Over the years, we have added value to certain clientele through continuous referrals and relationship building.

These efforts have created specific divisions within e3 Wealth’s operations:

e3 FR (First Responders) serving law enforcement, fire fighters, paramedics, and emergency personnel

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e3 Sports serving professional athletes with our Family Office Model

Watch this video to learn more about Our Mindset on Alternative Asset Classes

e3 Marketing – This is our “Research & Development” arm where ideas on better ways to educate the public become a reality. Whether it’s a radio show, podcast, our published books, or our educational events, we strive to assist the public to think differently about the purpose of their money.  e3 Marketing has partnered with several other financial firms to start the Prosperity Economics Movement (PEM). This is an organization who is passionate to build a community of entrepreneurial minded financial professionals who want to educate their clients on the truth about money.

Learn more about this endeavor at www.prosperitypeaks.com

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about you particular needs. We'll get back to you quickly with a thoughtful answer.

Services

We want to help you awaken your "inner-entrepreneur"

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

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Why You Need an Estate Strategy

Do you have an estate strategy? You should.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

 

What to Look for in a Long-Term Care Policy

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Saving on Fitness Center Membership Costs

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Prevent a Rift: Money Tips for Newlyweds

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Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Countdown to College

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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