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 email@example.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
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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
How literate are you when it comes to your finances? Brush up with these five basics.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn about what risk tolerance really means in this helpful and insightful video.