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Business Owners

Are you a "successful" business owner?



Are you interested in keeping more of what you've earned for your family?



Create a plan that maximizes your family's financial outcome.



Tax Planners

Your Profession is changing... Are you keeping up?



Don't attract "more" clients... Attract "Mega" clients!



Change doesn't happen by accident.



Change doesn't happen alone.


MALONE INTEGRATION GROUP

Delivering DRAMATICALLY MORE VALUE to Business Owners!

The accounting profession is under more pressure to change than ever before in history. While lower-end financial reporting is quickly becoming commoditized by algorithmic software and discount chains, many tax professionals are needing to become the most trusted business adviser for their best clients. However, most tax practices are ill-equipped for such a potentially expensive task. Meanwhile, many regional firms think they are adding value simply by establishing an asset management component (another burdensome & commoditized service) to their firm.

The Malone Integration Group brings together arguably the most experienced & tested specialists from across the nation to deliver comprehensive institutional planning strategies for the tax professional. M.I.G. streamlines the planning and implementation of advanced strategies to deliver dramatically more value to business owners.

graphic showing MIG plug & play model

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Considering some important issues now could provide more options in the event of early retirement.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

How much would your monthly lease payment be?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck