Broker Check
Encore Careers: Push Your Boundaries Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

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.

Watch Our Video To Learn More

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 info@e3wealth.com 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

Watch this video to learn more

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"

Learn more

Independence

Without any conflicts of interest we put your needs first.

Learn more

Trust

We enjoy building trusted relationships that span generations.

Learn more

Helpful Content

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

View all presentations arrow

Choosing a Mortgage

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow