"The banks, largest corporations and wealthiest citizens understand how to use tax-advantaged cash assets to create tax free profit that is creditor proof." Teresa (Tess) Schoendorf

 

Teresa Schoendorf (Tess), is a Licensed Financial Representative who educates individuals and businesses across the United States on how to Become Your Own Bank. She advocates for tax-free income specializing in estate planning utilizing strategies to create true financial freedom with money management, defined benefit plans and specific types of tax advantaged plans which can offer tax-free income for life and protection from financial losses.

 

With our team of experts we help:

 

-- families, small businesses and RE investors learn how to Bank Like a Bank using specialized tax-advantaged plans

 

-- create financial plans with short and long-term goals using award winning debt elimination and money management technology

 

-- set up safe and creditor proof vehicles for cash assets, with proven growth records to serve your business, your employees, your children and your retirement today and tomorrow

 

Create financial adundance today and leave a legacy for tomorrow.

 

Prior to a career in finance, her background was in the arts, health and wellness business development and real estate investing. After many years as a New Yorker, she now lives full time in South Beach, Miami, Florida where she serves her neighbors and community in the world of financial services and has clients across the United States.