OUR MISSION

TO IMPROVE YOUR BUSINESS PERFORMANCE AND PROVIDE A SUCCESSFUL BUSINESS STRATEGY.

We strive to help business owners develop a solid foundation and business strategy so they can be successful. Within your specific needs we will establish the best entity structures for both personal and business. The purpose of this is to significantly reduce and in most cases, eliminates your expected tax liability that comes with improved sales, productivity & organizational growth. This success should be your legacy that will last into perpetuity.




LEARN MORE ABOUT US

RICHARD COUNTS

Years of experience: 20+
Position: Founder & CEO

Mr. Counts established TRUSTEE & FINANCIAL SERVICES L.L.C. to provide personal & business structures for entities that normally would not be in a position to take advantage of these very specific strategies. He provides the leadership and forward thinking that have got us this far.

COURTNEY SANDERS

Years of experience: 6
Position: Client Relations

Before joining TRUSTEE & FINANCIAL SERVICES L.L.C., Courtney worked for several international companies and the federal government in Europe and Africa. She brings a wealth of experience to the client relations team.

Jimmy “JIM” Kim

Years of experience: 5
Position: Client Relations

Mr. Kim has a wealth of experience helping both small business and large industries improve business performance.
He also has over 5 years of business evaluations to analyse the current structure and operations to identify what changes need to be made to best effect the bottom line for the company.

AARON JONES

Years of experience: 2
Position: Client Relations

Aaron started with us as junior consultant, went on to become full consultant, and has since grown into the manager of a successful client services team.

“Trustee & Financial Services L.L.C. delivered everything they promised. Today we enjoy greater success because of our ability to reinvest back into our business. We have been able to expanded our market share. Cash flow levels are at an all-time high! All of this was from the same money that we saved from taxes that we "legally" did not have to pay.” Dana Smith

CEO, PomPoms Forever LLC

Don't Be Shy. Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!

Contact Us