Years Of Experience

About our national director

Lou Kloppe makes a difference in finance & investments for companies and he is dedicated to your needs

With over 30 years of business and estate planning, Lou Kloppe has helped individuals and businesses create a velocity of money by having one dollar do multiple things. Having the licenses to help individuals in insurance, real estate, taxes, financial planning, and social security/retirement planning Lou Kloppe is able to help put together a comprehensive plan that saves on taxes and creates wealth.

IRS Tax Preparer

Legal Document Preparer

Certified Estate Planner

FL Insurance License #E020266

FL Real Estate License #SL327597

Why choose us

constant innovation

Our mission

Creating the velocity of money in business and personal life creates wealth.

Our Vision

Set up business owners for success as work towards achieving their dreams.

Our methods

Remember that your finances are our only concern. We’re committed to providing you with the best customer service possible while taking care of all your needs.