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.Events and Training Workshops
Learn from the best in the business at one of our exciting workshops held all over the country.
November 3rd, 2021
Las Vegas, NV
“Tax/Retirement Mastermind”
No Availability
November 10th, 2021
Las Vegas, NV
“Advances Tax & Retirement Strategies (Part one)”
No Availability
November 17th, 2021
Las Vegas, NV
“Advances Tax & Retirement Strategies (Part two)“
No Availability
Our List Of Services For The Small
Business Owner Includes:
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Tax Preparation
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Indexed Universal Life Insurance
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Income Planning
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Life Insurance (and audits)
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Buy Sells
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Fixed Annuities
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Fixed Index Annuities
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Strategic Tax Consultation
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Single Premium Annuities
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Key Person Life Insurance
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Retirement Analysis
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Long Term Care Insurance
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Disability Insurance
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Qualified Plan Funding (and reviews)
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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: [email protected]
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.