Maximize Your Business’s
Potential to Build Wealth

Customized tax, business, and wealth solutions to help you enjoy
stress-free living and a worry-free retirement.

Build Your Wealth

Enjoy Your Life

Enjoy Your Retirement

Not Knowing How to Get More from Your Business is Frustrating

You’re working harder than ever and still can’t seem to get ahead. Your business is successful, but you don’t understand why there’s never enough left to give you the ability to live a stress-free life. You know there’s more you can do to maximize your business’ potential and leverage it to build wealth, but you don’t have the time or the know how to do it on your own. If you don’t fix it now, you you’ll end up selling your business for pennies on the dollar, or worse, working through your retirement years.

A Better Approach
to Building Wealth

Leverage your business’ potential and make your business work for you.

Create a

Tax Strategy

Pay what you have to, when you have to and not a penny more.

Create a

Business Strategy

Help your business become a cash machine.

Create a

Wealth Plan

Live a stress-free life and worry-free retirement.

3 Steps to Maximizing Your
Business’ Potential

1

Evaluation

We’ll get to know you, help you evaluate where you are now, then help you create a plan to reach your goals.

2

Launch

We’ll help you launch your new wealth plan, so you will start living a stress-free life and look forward to a worry-free retirement.

3

Follow Up

We’ll follow up on a regular basis to measure your progress, help you adjust where necessary,
and help you maintain your wealth plan.

Business Services

Mitigate your tax burden & keep more of your money.

Time saving & growth strategy services for your business.

Maximize your earning potential and prepare for retirement.

Trust your future in AAT Group

“If it wasn’t for AAT Group I’d be sweating my retirement.”

Michael Williams / Owner – MPT Software

“Thanks Bob! I wouldn’t be where I am now without your advice and your expertise.”

Patty Villareal / COO – Ladies Silk Merchants

“My taxes, my business, and my retirement were a mess! Thanks for putting it back together Bob.”

Chris Holland / CEO – CH Construction

Maximize Your Business's Potential

At AAT Group, we know you want to get more from your business so you can enjoy stress-free living and a worry-free retirement. To do that, you need a plan that minimizes your tax burden and maximizes your business’ potential to build wealth. The problem is you know what you need, but you lack the time or the know how to do it on your own. If you don’t fix it now, you can’t be sure about the future of your business or your family.

We run a small business too and we’ve been there. We’ve been through the worrying, the angst, and the frustration of being unsure about the future. We believe all small business owners deserve to leverage what they’ve built and live the life they dreamed. That’s why we created our comprehensive wealth plan. Here’s how it works. Step one, we get to know you and your goals then help you create a customized plan to leverage your business and start building wealth. Step two, we’ll help you launch your new wealth plan so you will finally live stress-free and start looking forward to a worry-free retirement. Step three, we’ll continually follow up to help you measure, analyze and adjust your custom wealth plan ensuring your on track to meet your goals.

Schedule a call with one of our Wealth Experts  and secure the future of your business and your life today.