Hi, I’m Rachel Stanhope from Legacy Gen Advisors. As a dedicated Air Force retiree with a rich background in logistics and project management, I’ve made it my mission to find tailored, economical solutions for everyone I work with. My commitment lies in ensuring your money works hard for you, with minimal waste on unnecessary expenses like excessive insurance costs or IRS fees. I hold all necessary licenses and certifications.
Teaming up with premier CPAs and the esteemed Mark Kohler’s team, I’ve consistently helped businesses reduce tax liabilities using niche tax codes. Here’s a snapshot of how I can support you:
-Tax Strategies: Leveraging all areas of the tax code to optimize your savings.
-Financial & Retirement Planning: Crafting a roadmap for a secure financial future.
-Retirement Plan Reviews for Performance and Compliance: Retirement plans are subject to annual testing to ensure that the amount of contributions made on behalf of rank-and-file employees is proportional to contributions made on behalf of owners and managers.
-Health & Life Insurance: Customized plans tailored to your requirements and budget. —-Providing you with a competitive edge to attract and retain the best employees.
-Business Valuations: Gain clarity on your business’s genuine market value.
-Business Coaching: Whether it’s business growth hurdles or team dynamics, I’m here to guide you.
-CFO Fractional Services: Benefit from expert CFO insights without long-term commitments.
Throughout my career, I’ve unlocked vast tax savings and identified superior insurance options for businesses, ensuring the best coverage at competitive rates. The standout advantage of partnering with Legacy Gen Advisors? A streamlined experience with a single point of contact. Forget the hassle of dealing with multiple representatives—gain peace of mind with consistent, dedicated support.
Interested in strengthening your financial legacy? Let’s start a conversation. Schedule a complimentary discovery call with me, and we can discuss your unique requirements in detail.
