The Fusion Strategies edge is our collective backgrounds combined with an obsession to find the best solution, not just a satisfactory one. We construct financial tailwinds for business owners, financial professionals and investors by merging our decades of money management experience with an obsession for finding “needles'' in the large and unwieldy haystack that is the US tax code. From that merger flows customized solutions that deliver guaranteed outcomes for our clients. 

Philosophically, we eat our own cooking first. Period. Our dedicated, independent research identified viable, proven strategies that are benefitting our own businesses and personal finances today. Outside advisors didn’t show us the way, we found it ourselves through hard work and perseverance. We stand ready to apply those traits to your unique situation.

What Fusion Strategies can do for business owners is devise specific, customized ideas that may lie outside your current advisors’ experience. You’re likely familiar with areas such as Defined Benefits Plans, Enhanced Key Man, Asset Protection and Pre-sale Planning. We can get into the weeds with all of these areas, ask questions regarding your specific situation, then deliver proven solutions that you’ve likely never been shown.

Financial advisors can rely on our expertise to bolster their practice with creative solutions that can enhance the advisor’s reputation in the eyes of clients and Centers of Influence. We ask pertinent questions, apply our years of knowledge and experience, then deliver fresh, compelling solutions. As an advisor’s outsourced tax-mitigating solutions team we’re happy to join your client meetings or simply work behind the scenes – however the advisor feels he or she is best served. Having a capable team like Fusion Strategies, that has your back, is invaluable and mandatory if you want to attract and retain great clients.

All of our clients receive our full, hands-on commitment during discovery, implementation and eventual winding down of the strategies we help you execute for

clients.