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.
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.
Helpful Content
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
View all articles 
Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.