[Company Name]
CALL US
(562) 640-2595
EMAIL US
stephen@sbfinancialadvisors.com
WORKING HOURS
M-F 9AM - 5PM PT
Advance Tax STRATEGIES
TEAM BASED APPROACH
TEAM BASED APPROACH
The CPA Team Based Model unites tax and business planning specialists to create better results for everyone involved. It’s that simple.
Learn How We Do It
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There’s Been A Dramatic Shift
As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”
CALL US TODAY: (562) 640-2595
TEAM BASED MODEL
ACT NOW.
Call Us For a Free Strategy Session!
(562) 640-2595
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Stephen Burgess
As an independent Wealth Manager, Stephen serves high-income and business owners in the following areas of expertise:
Book An Appointment Now
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Meet Our Lead Consultant
In 1992, Stephen became a stockbroker and licensed insurance professional with Dean Witter
Discover (now Morgan Stanley) so that he could assist his clients in reaching and achieving their financial goals. In 2008, based on the belief that his customers needs are of the utmost importance, and in order to only offer guaranteed financial solutions to his clients, Stephen started SB Insurance Services, Inc. Stephen is committed to meeting those needs. His goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth
Stephen is known for helping people save money on taxes and lower their investment fees & expenses. Stephen’s philosophy is “Safety First”. The protection and preservation of your principal and your gains is the cornerstone of his work. Stephen also likes to keep everything simple and understandable for his clients. Stephen has enjoyed helping people for several years to protect their retirement money. “Since 2008, I’ve helped my clients to protect tens of millions of dollars in retirement assets and while working with SB Insurance Services, Inc., not one of these people have since lost a penny from market downturns or fluctuations.
There is something truly wonderful about being able to help people have peace about their financial future.” Stephen is able to sleep well at night with the comfort of knowing his clients retirement funds are protected. It is his desire to give you that same peace of mind. Since 2013, Stephen has focused on working with CPAs, helping them offer more proactive and holistic planning to their clients.
There is something truly wonderful about being able to help people have peace about their financial future.” Stephen is able to sleep well at night with the comfort of knowing his clients retirement funds are protected. It is his desire to give you that same peace of mind. Since 2013, Stephen has focused on working with CPAs, helping them offer more proactive and holistic planning to their clients.
72% of Business Owners Left Their CPA
THE STATS DO NOT LIE
Studies show that clients are looking for enhanced services beyond simple booking and filing taxes. They are looking for consultants and advisors who can help them navigate through the tax code to find opportunities where they can save money and reduce their taxes; playing only what they own and now a penny more. Business owners are leaving their current professionals because They Only Receive "Reactive Services".
In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.
The CPA Team Based Model is designed to help accountants:
- Reduce the risk of losing clients by being more proactive
- Expand the "brain-trust" by working with some of the country’s best specialists
- Increase organic growth by giving clients a story worth sharing with family and friends
- Provide more value and increase client satisfaction
- Reduce the risks that come from referring clients to third parties
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The CPA Team Based Model is designed to help accountants:
ACT NOW.
Call Us For a Free Strategy Session!
(562) 640-2595
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Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?
The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.
Request a Strategy Consultation
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Business Owners
Are you confident you’re taking advantage of every tax break you deserve?
Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
PLANNING TEAM
From the simplest of account roll-overs to the most complex tax mitigation and business planning scenarios, the CPA Team Based Model can help. The following list of our planning specialists is representative of the variety and depth of the team.
Business Building Thought Leaders
- Value Based Billing and Price Packaging
- Proactive Planning
- Digital Marketing and Virtual Offices
- Maximize Joint Venture Partnerships
MEET OUR TEAM
Our Team of Experienced Professionals Focused on You & Your Business
- Financing Specialist
- Cost Segregation
- Asset Protection
- Captive Insurance
- Cost Remediation
- TAB TITLE 6
Ami Kassar
MultiFunding – Small Business Financing Specialist
Mr. Kassar, CEO and Founder of MultiFunding, is a nationally renowned small business advocate and leader. Ami has been featured in publications including the New York Times, The Huffington Post, The Wall Street Journal, Entrepreneur, and Forbes, and has appeared as a guest on Fox Business News. Ami is the 2014 and 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award.
Joel Grushkin
Cost Segregation Initiatives (CSI)
Mr. Grushkin is Regional Director of Cost Segregation Initiatives (CSI). Joel brings nearly 40 years of executive experience to the CSI organization. His background includes 11 years with Arthur Young & Company (now Ernst & Young) as a Principal and director of the firm’s Management Services Practice. He was also a member of AY’s National Real Estate Industry Specialty Practice Group. His cost segregation experience has encompassed studies for developers and owners of commercial real estate, including but not limited to, office buildings, shopping centers, manufacturing and distribution centers, specialty medical facilities, automotive dealerships, hotels, restaurants, financial institutions, multi-family residential, and senior living communities.
Jonathan A. Mintz , JD
Matson Voorhees Mintz – Asset Protection and International Taxation
Mr. Mintz has more than 25 years of experience in case design and implementation, helping domestic and international families achieve their asset protection, business and estate planning objectives while minimizing taxes. Before joining MVM Law, Jonathan served as Chief Operating Officer at Wealth Counsel, LLC, overseeing the operations of the nation’s premier estate and business planning attorney membership organization, supporting thousands of attorneys throughout the United States. Jonathan has recently co-authored Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle, and has contributed articles featured in Estate Planning Journal, The AICPA’s The Tax Adviser, and The Journal of Financial Service Professionals.
Keith Langlands, CPA
Synergy Captives – Captive Insurance Companies
Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides innovative captive insurance formation, management, and alternative risk transfer strategies for middle market companies, which allows them the ability to reduce insurance costs, increase cash flow, and better leverage every dollar earned. With more than 25 years of experience in the financial sector, Mr. Langlands is a leading expert in the captive arena. His proficiency as a CPA, servicing high net worth clients while providing strategic advice regarding accumulating and protecting wealth, reducing insurance costs, improving cash flow and controlling and managing risks.
Richard Montellano
Above the Standard – Cost Remediation
Mr. Montellano is a supply chain executive with more than 25 years of experience in the manufacturing and distribution environments. He is passionate about helping companies create effective solutions that have and continue to create significant savings to their bottom lines. He has experience across industries such as aerospace, hospitality, industrial, consumer goods, medical, and many others. Richard has also led numerous ERP (Enterprise Resource Planning) implementation solutions for organizations around the globe. Above the Standard has over 3 decades of success helping companies and organizations increase profitability globally by tens of billions of dollars at an average of 28.2%, 98% of the time.
- Complex Financed Life Insurance
- Employee Stock Ownership Plans (ESOPs)
- Asset Protection
- Captive Insurance
- mployee Stock Ownership Plans (ESOPs)
- TAB TITLE 6
Michael Moore, CLU, CHFC
CDP Insurance Services, LLC – Complex Financed Life Insurance
Mr. Moore brings 19 years of insurance experience from retail, wholesale and banking marketplace perspectives. He utilizes product knowledge and capital relationships in helping to design and navigate complex financed life insurance solutions for high net worth clients. Michael ran the processing department of a large brokerage general agency, was Vice President of Sales and Marketing for a national producer group and Vice President of sales for the largest premium finance lender in North America. Michael holds The American College Chartered Life Underwriter and Chartered Financial Consultant designations.
Martin Staubus, Esq
Beyster Institute – Employee Stock Ownership Plans (ESOPs)
Mr. Staubus is the executive director of the Beyster Institute, part of the Rady School of Management at UC San Diego, where he advises business leaders on the design and operation of employee stock ownership programs to build stronger companies and provide liquidity to owners. Martin has 30 years of experience in business, having served in varied roles as an attorney, consultant, Labor Department policy advisor, corporate executive, and corporate director. He has served as Associate Director of the ESOP Association in Washington DC and as a director of the National Center for Employee Ownership.
Jonathan A. Mintz , JD
Matson Voorhees Mintz – Asset Protection and International Taxation
Mr. Mintz has more than 25 years of experience in case design and implementation, helping domestic and international families achieve their asset protection, business and estate planning objectives while minimizing taxes. Before joining MVM Law, Jonathan served as Chief Operating Officer at Wealth Counsel, LLC, overseeing the operations of the nation’s premier estate and business planning attorney membership organization, supporting thousands of attorneys throughout the United States. Jonathan has recently co-authored Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle, and has contributed articles featured in Estate Planning Journal, The AICPA’s The Tax Adviser, and The Journal of Financial Service Professionals.
Keith Langlands, CPA
Synergy Captives – Captive Insurance Companies
Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides innovative captive insurance formation, management, and alternative risk transfer strategies for middle market companies, which allows them the ability to reduce insurance costs, increase cash flow, and better leverage every dollar earned. With more than 25 years of experience in the financial sector, Mr. Langlands is a leading expert in the captive arena. His proficiency as a CPA, servicing high net worth clients while providing strategic advice regarding accumulating and protecting wealth, reducing insurance costs, improving cash flow and controlling and managing risks.
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
