About T.I.P.S. 4 Reps

T.I.P.S. 4 Reps has developed a custom designed review and process oriented analysis in each of the Tax, Investment, Pension and Succession Planning disciplines, for reps.

Tax Planning- CASH Management

Converting And SHeltering Taxable Income

 

 Investment Management

Fi360 Fiduciary Score

 

Pension Planning

Pension Efficiency Analysis

 

Succession Planning

REP Management (Retirement and Exit Plan)

RISK Management (Retention, Incentive and Succession of Key People)

 

 

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