GROW FASTER + KEEP MORE + LEAVE A LEGACY

About Our Tax & Wealth Planning Services

CORE is excited to launch our new Tax & Wealth Planning Services designed for seasoned business and real estate entrepreneurs looking for next level advice and planning. We have assembled a faculty made up of the very top minds in taxation, risk, legal, wealth creation and preservation in the industry. We know the IRS tax code inside and out which makes us perfectly positioned to support your goals and creativity. Our unique strategies, ideas and guidance will allow our clients to grow faster, keep more and leave your legacy.

“There is a MAJOR DISCONNECT with the traditional tax advice and tax planning (or lack of) for real estate investors, business owners and high net individuals.

- Terry T Judge CEO

BENEFITS OF OUR TAX & WEALTH PLANNING SERVICES

We will customize your Wealth and Tax Plan based on your income, business, real estate, retirement and legacy goals. Each plan will encompass the following areas:

Tax Mitigation Strategies

Proper Entity Structures

Tax Prep/Filing

Using Debt to Grow Wealth

Risk / Insurance Assessment

Passive Income Strategies

Asset Protection

Estate / Succession

Must already have a minimum net worth of over $500,000 to qualify for this service.

Client Testimonials

Robert and Lisa

MULTIFAMILY OWNERS

"We hired CORE to help set up our tax and wealth plan a few months ago. We could not believe how helpful and clear it made things. We also discovered that this plan was completely in line with our 5 year goals."

Thomas

MULTIFAMILY OWNER

"This new tax and wealth advisory service opened our eyes to what we were not receiving from our CPA and wealth advisor. CORE helped us get more inline our actual goals under one roof. Highly recommend..."

Ruben

MULTIFAMILY OWNER

"This service CORE now offers is freaking amazing. The savings we realized shortly after implementing the strategy will 5x the cost of the plan. THANK YOU!"

PLEASE TELL US ABOUT YOURSELF TO SEE IF YOU QUALIFY FOR A COMPLIMENTARY DISCOVERY CALL.

After reviewing your application, if deemed qualified, our team will reach out to schedule your discovery call.

QUICK LINKS

Help

CONTACT US

8887064646 (ext. 305)

[email protected]

2956 S Rochester Rd STE 184

GROW FASTER + KEEP MORE + LEAVE A LEGACY

About Our Tax & Wealth Planning Services

- Terry T Judge CEO

BENEFITS OF OUR TAX & WEALTH PLANNING SERVICES

We will customize your Wealth and Tax Plan based on your income, business, real estate, retirement and legacy goals. Each plan will encompass the following areas:

Tax Mitigation Strategies

Proper Entity Structures

Tax Prep/Filing

Using Debt to Grow Wealth

Risk / Insurance Assessment

Passive Income Strategies

Asset Protection

Estate / Succession

Must already have a minimum net worth of over $500,000 to qualify for this service.

Client Testimonials

Robert and Lisa

MULTIFAMILY OWNERS

"We hired CORE to help set up our tax and wealth plan a few months ago. We could not believe how helpful and clear it made things. We also discovered that this plan was completely in line with our 5 year goals."

Thomas

"This new tax and wealth advisory service opened our eyes to what we were not receiving from our CPA and wealth advisor. CORE helped us get more inline our actual goals under one roof. Highly recommend..."

Ruben

MULTIFAMILY OWNER

"This service CORE now offers is freaking amazing. The savings we realized shortly after implementing the strategy will 5x the cost of the plan. THANK YOU!"

PLEASE TELL US ABOUT YOURSELF TO SEE IF YOU QUALIFY FOR A COMPLIMENTARY DISCOVERY CALL.

After reviewing your application, if deemed qualified, our team will reach out to schedule your discovery call.

Personal Information

Company Information

8887064646 (ext. 305)

[email protected]

2956 S Rochester Rd STE 184

Rochester Hills, MI 48307

United States