Learn the Nexxess Strategies of the super wealthy!
April Mora
Email: april.mora@nexxess.com
Phone: (408) 991-4619
In-Person Consultation Area (s): CA: ALL
Provided Services: Capital Deferment Trust
Bio and Expertise: April comes from the financial industry with over 20 years of experience. With a background in residential lending and financial strategies she takes complex subjects and breaks them down to make them easier to understand. She serves her clients by first understanding their current financial picture, issues they are facing, and objectives they want to reach. She is a great communicator and works to make sure her clients understand each step of the way. As a qualified Nexxess International Trust Consultant she can serve business owners and families in a greater capacity. She does this by educating them on how using a proper Trust structure can reduce income tax liability, give ultimate asset protection and control, while building a legacy for generations to come. April and her husband Gavin are partners in business and in life. They raise three beautiful children together. As a family unit and also as business owners they understand the importance of implementing financial strategies and Trust structure. As Robert T. Kiyosaki said, “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” Call April today to learn more.
For more information about the Nexxess Capital Deferment Trust or other Nexxess products, please select Request a consultation.
Our services
Ultimate Privacy Control
Asset privacy refers to the protection of your financial information and confidentiality of wealth and assets. Asset privacy can enhance Security and Personal Safety, Protection from Opportunistic Claims, Business Competitiveness, Estate Planning and Family Dynamics, Personal Privacy Preferences, Reducing Targeting by Scams and Fraudsters, Legal Compliance, and Minimizing Public Scrutiny.
It is essential to balance the desire for privacy with legal and ethical considerations. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset privacy.
Ultimate Asset Control
Asset control refers to the ability to manage and oversee assets effectively. Asset control is important for Financial Planning, Risk Management, Strategic Decision-Making, Estate Planning, Tax Efficiency, Adaptability to Life Changes, Protection Against Fraud, Meeting Financial Goals, Peace of Mind, and Asset Protection.
Using multiple strategies, including the Spendthrift Provision, Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset control to build and protect wealth in the present for the benefit of Beneficiaries in the future.
Ultimate Liability Control
Asset protection involves implementing strategies to safeguard wealth and possessions from potential risks, creditors, and lawsuits. Benefits of asset protection include improvements in Legal Liability, Creditor Protection, Estate Planning, Professional Liability, Privacy Concerns, Divorce Protection, Economic and Political Stability, and Deterrent Effect.
It is important to utilize asset protection ethically and within legal bounds. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset protection.
Ultimate Tax Control
Reducing taxes is a common financial goal for individuals and businesses. Legally reducing tax liabilities can help with Increased Disposable Income, Wealth Accumulation, Retirement Planning, Business Competitiveness, Investment Growth, Economic Stimulus, Encouraging Compliance, Family Financial Planning, Asset Protection, Estate Planning, and Social Responsibility.
While reducing taxes is a legitimate financial goal, tax reduction should be done ethically and must be done within the bounds of law. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal tax reduction.
Peace Of Mind
Peace of mind is a state of mental and emotional tranquility, free from stress, anxiety, and worry. Having peace of mind is known to enable Physical Health, Improved Mental Health, Enhanced Cognitive Function, Increased Resilience, Better Relationships, Quality of Life, Increased Productivity, Better Sleep, Emotional Balance, Effective Coping Mechanism, Increased Happiness, and Longevity.
Knowing that you have the ability to better protect and control assets, increase capital investments, and streamline transition of asset control to beneficiaries can improve your peace of mind. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you increase peace of mind by strategizing and amplifying economic stability and opportunity.
Free Consultation
Everyone deserves a free consultation. The right thing to do before you make financial decisions is to know your options. Give us a call or send us your information so we can help you.