About Business Blocks 101
Your Financial Objective is Our Business
Our clients have many diverse personal and business tax issues, yet a common desire is to create better coordination with their financial planning in order to assist meeting their financial objectives. Quite often the use of overlooked tax strategies can be the catalyst for meeting their financial objectives. Meeting investment objectives are important, however, what is kept after taxation is even more important. This is the unique philosophy of our firm. Better planning emerging from tax efficiency.
Tools For Your Planning Needs
Our clients have many diverse estate and tax issues that they may wish to address through estate plans. Some clients wish to maximize the wealth they have built for their families, while others may wish to provide the bulk of their estates to charitable organizations. Many clients have built up large IRA and 401(k) plans, and do not want to pass on up to 75% in potential taxes on those assets to their families. No matter what your individual planning needs are, we can help you accomplish your goals for the future. In addition, an important goal for us is trying to help you significantly reduce taxes that can be incurred when you pass on your financial legacy.
Legacy and Wealth Preservation
You have worked a lifetime to build your family’s legacy and wealth. Protecting and preserving that is the most important goal we can help you achieve. We want to help you make certain that your family’s future is protected, by helping you leave a greater legacy. It is our goal to help you pass on your estate to the rightful parties you designate, through a sound plan that protects you and your family while potentially minimizing taxes. Our clients may enjoy greater wealth protection and legacy enhancement through our sound and unbiased objective advice. You will be able to enjoy a simple, time-saving, and effortless experience working with our firm as we coordinate tax strategies with financial and risk planning.
At Business Blocks 101, Inc., we believe that one can only have true financial peace of mind, when one knows, without a doubt, that they have a comprehensive financial strategy. This strategy must be designed to provide for them the guidance needed, not only during the good times, but also during the “not so good times”. At Business Blocks 101, we also understand that people need an ongoing advocate to guide and protect them through life’s sometimes unexpected and inevitable down turns.
As an investment advisor representative, Mark works to help his clients avoid taking unnecessary financial risks. Instead, he helps his clients really understand what their wealth represents to them: Peace of mind, freedom, choices and stability. His strategies attempt to create a comfortable lifestyle that allows his clients to make choices that are best for themselves and their loved ones.
At Business Blocks 101, our team* works with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy. This process is designed to help our clients with 5 critical areas of retirement planning, including:
- Retirement Income & Social Security Maximization Planning
- Advance Tax Planning & Minimization Strategies
- Investment & Risk Management Strategies
- Emergency Planning
- Estate & Legacy Planning
As Fiduciaries, we see our responsibility as helping our clients make the strongest financial decisions for themselves and their loved ones. We work hard to bring our clients financial solutions that are designed to protect, preserve, and grow their assets into and throughout their retirement.
We specialize in working with the following financial needs:
- Rental Properties
- Business Overhead Planning
- Estate Planning Tools*
- Asset Protection & Wealth Preservation
- Retirement Income Planning
- Elder Care Planning
- IRA & 401(k) Exit Planning
- Solo 401(k) Development
- IRA & 401(k) Rollovers
- Current Insurance Policy Analysis
- Wealth Transfer Planning
- Inheritance Tax Planning
- College Funding
- Charitable Planning
- Funeral Trust
Discover what it means to have “your own” personal financial guide working with you to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have the confidence and peace of mind you deserve in retirement. Discover the Business Blocks 101 difference.
Questions? John Mark Canada is an investment advisor representative and a fiduciary. Call ((972) 564-4063 or click here to schedule a no obligation initial consultation.
*Our team can comprise of independent 3rd party providers that might include professionally licensed individuals whose services we incorporate for the betterment of our clients.