Successful Business Owner Paying Too Much In Taxes

Are You A Successful Business Owner And Totally Frustrated By The Amount You Pay In Taxes?

Tax compliance is not the same as tax planning. Your CPA or tax preparer may check all the right boxes to help keep you out of trouble, but that’s not enough! This is merely tax compliance. To save money, you need a tax planning strategy.




Keeping the most of what you make is important to your business, and we want that too. We can find the missing opportunities that may be costing you thousands in taxes every year.

Meet Jack Branch!

Jack Branch has been a financial advisor in Louisiana since 2001 helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality, and putting together a custom plan for each client.

Jack has been recognized nationally and locally as a top advisor to professionals, CPA's, business owners, and entrepreneurs seeking a holistic plan not just a boiler plate one size fits all plan.

The question that I think he asks that is very critical is “if what you thought to be true about your money turned out it wasn’t true when would you want to know?”

Created by:

Pelican Family Office

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