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Successful cases & client reviews

Proud of Our Record

Reviews and Testimonials

Top Tax & Wealth Strategist of the Year, 2024

IAOTP

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Leadership Council, 2024

National Small Business Association

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Most Dedicated Retirement Planning Team, 2023 Indiana

Wealth & Finance Retirement Planning Awards

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4 / 5

Outstanding Leadership Award, 2022

Money 2.0 Conference

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5 / 5

Successful Cases

Biggest Trademark Victory in NY

Where:

New York City, NY

Attorney in Charge:

Benjamin Cohn

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Roche v. Dinailo

Where:

Los Angeles, CA

Attorney in Charge:

Allen King

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Turner Vs. Siganne

Where:

San Francisco, CA

Attorney in Charge:

Janet Lin

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