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Our Unique Process

Processes as Unique As You

We customize our services, and over the last 20 years have crafted proprietary strategies called Unique Processes. Offering a visual overview of our processes, we believe our Unique Processes provide clients clarity and help them better understand their strategies, the steps they are taking, and where they are heading.

Here are just a few of our Unique Processes:

The Family Wealth Program

Created with your family in mind, we help you implement a well-rounded financial strategy, establishing a personal financial statement, wealth protection, investment planning*, and tax management strategies.

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The Entreprenuerial Family Wealth Program

Entrepreneurs have rigorous financial considerations from balancing their business financials to their personal wealth goals. Designed for business owners, this program includes tax and investment planning*, business valuation, and wealth protection strategies.

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The Ringler CPA Overview

For business owners who require assistance in all corporate and financial matters, this program provides you support from a creative team of CPAs. While topics range depending on your specific needs, we frequently evaluate business structure issues, fixed asset management, budget creation, family wealth, cost segregation, tax planning, and corporate documentation requirements.

The Advisory Board Program™

Regularly reviewing financial and operational metrics with trusted advisors may help you better strategize for the future and keep a close eye on your progress. This program offers entrepreneurs an opportunity to meet regularly with trusted financial and tax professionals.

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Strategic Equity Position™

Through this program, we help business owners establish objectives in key financial areas including target return on equity, dividend and bonus strategies, and compensation structure. As a result, we assist you in creating responsible capital allocation and tax efficiencies.

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The Tax Planning Wizard™

Implementing tax strategies year-round can help business owners minimize Uncle Sam’s appetite. Through this program, we help you determine opportunities for mitigating taxes.

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The Budget Creation Process™

For greater accountability between stated objectives and actual results, this program helps business owners measure the Key Financial Metrics (KFM) of their company and increase financial awareness on a monthly basis.

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The Executive 1040 Program™

Providing fringe benefits can help you attract and retain key management team members. Through this program, we provide your key personnel advising and guidance from one of our highly qualified CPAs.

Read about our client successes using these Unique Processes.

*These services are offered by Michael Ringler, Registered Representative, through his affiliation with Avantax Investment Services â„ , Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Servicesâ„ . Insurance services offered through an Avantax affiliated insurance agency.