Call Today: 206-257-5048 info@grapheneadvisorsllc.com

Tax-Strategic Retirement Planning

for Individuals and Small Business Owners

with corporate offices on

Bainbridge Island, WA & Las Vegas, NV

 

 

Graphene saved me a huge amount of money and now I am better prepared for retirement. Thank you so much!

Cherie S.

Small business owner

Graphene Advisors consultation is far and away better than any other I have experienced from a professional advisor. Shari S.

Small business owner

Events and Training Workshops

Learn from the best in the business at one of our exciting workshops held all over the country.

Next Available Seminar Date: February 18th, 2020

February 18th, 2020
Bainbridge Island, WA
Strategic Tax Retirement Planning Seminar for Individuals and Small Business Owners”
Cancelled

March 4th, 2020
Bainbridge Island, WA
“Strategic Tax Retirement Planning Seminar for Individuals and Small Business Owners”
Open Availability

March 19th, 2020
Las Vegas, NV
“Pensions: The Final Frontier”
Open Availability

March 26th, 2020
Bainbridge Island, WA
“Strategic Tax Retirement Planning Seminar for Individuals and Small Business Owners”
Open Availability

April 2nd, 2020
Bainbridge Island, WA
“One Vital Tax Strategy for 2020!”

No Availability

April 23rd, 2020
Bainbridge Island, WA
Strategic Tax Retirement Planning Seminar for Individuals and Small Business Owners”
Open Availability

May 20th, 2020
Bainbridge Island, WA
“Strategic Tax Retirement Planning Seminar for Individuals and Small Business Owners”
Open Availability

June 24th, 2020
Bainbridge Island, WA
“Strategic Tax Retirement Planning Seminar for Individuals and Small Business Owners”
Open Availability

September 9th, 2020
Bainbridge Island, WA
“Tax and Financial Engineering for Small Business Owners”
For Bainbridge Island Chamber of Commerce members only

October 1st, 2020
Las Vegas, NV
Mastermind Seminar – Benefits & Tax Strategy for Top Real Estate Professionals
No Availability

October 1st, 2020
Las Vegas, NV
Mastermind 2020: Advanced Benefits and Tax Strategies for Entrepreneurs
No Availability

October 5th, 2020
Las Vegas, NV
“Fun (and Smart) Tax Tips for Financial Advisors”
No Availability

October 21st, 2020
Las Vegas, NV
“Simple Financial Intelligence”
No Availability

October 27th, 2020
Bainbridge Island, WA
“Advanced Tax Strategies for Business Owners”
Focus Group/Invite Only

November 11th, 2020
Seattle, WA
“Wealthy Secrets for The Everyday Investor”
No Availability

November 19th, 2020
Scottsdale, AZ
“Mastermind 2020
No Availability

Our List Of Services For The Small
Business Owner Includes:

  • Tax Preparation

  • Indexed Universal Life Insurance

  • Income Planning

  • Life Insurance (and audits)

  • Buy Sells

  • Fixed Annuities

  • Fixed Index Annuities

  • Strategic Tax Consultation

  • Single Premium Annuities

  • Key Person Life Insurance

  • Retirement Analysis

  • Long Term Care Insurance

  • Disability Insurance

  • Qualified Plan Funding (and reviews)

  • Indexed Universal Life Insurance

  • Income Planning

  • Life Insurance (and audits)

  • Buy Sells

  • Fixed Annuities

  • Fixed Index Annuities

  • Single Premium Annuities

  • Key Person Life Insurance

  • Retirement Analysis

  • Long Term Care Insurance

  • Disability Insurance

  • Qualified Plan Funding (and reviews)

Team of Consultants

James Martin, III

Los Angeles area, CA

Mr. Martin runs the executive benefits group of all Vast-related entities. He has been involved in small business owner issues for over 20 years and also has a secondary specialty of business lending strategies.

Greg Boots, Esq

Tacoma, WA

Mr. Boots is an attorney who acts as head for Premier Client Services for the firm.

Jack Cohen, CPA

Las Vegas, NV

Mr. Cohen has spent his entire career involved with federal taxes. Jack had an exceptional career at the Internal Revenue Service (33 years) where he managed some of the largest corporate audits in the nation. 

Regina Thompson

Dallas, TX

Ms. Thompson is a technical consultant for Vast Solutions Group where she specializes in advanced insurance strategies for sister and affiliated companies.

Marco Sanchez, Esq.

Las Vegas, NV

Marco I. Sanchez is a licensed attorney in the states of Texas and Nevada. He began his legal career working for a law firm in Las Vegas, Nevada.

Our Staff

Pierre Le Dorze

Bainbridge Island, WA
ACCOUNT MANAGER

Morgan Maloney

Las Vegas, NV
ENGAGEMENT MANAGER

Michelle Lawson

Bakersfield, CA
GENERAL MANAGER

Our Locations

Offices in

  Bainbridge Island, WA

  Cleveland, OH

  Houston, TX

  Las Vegas, NV (2)

  Ontario, CA

  Plano, TX 

  

 

 

Las Vegas Office

6920 S. Cimarron Rd., Suite 240,
Las Vegas, NV 89113

Phone: 206-257-5048

Email: info@grapheneadvisorsllc.com
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)

Location Map

Graphene Advisors, LLC does not market securities though has strategic alliances with companies that do so.