Many business owners and employees all have the same desire! More Money!
But as the proverb says, it’s not what you make, it’s what you get to keep!
Aldo Adriaan focuses on fulfilling that need by guiding clients to centers of expertise that uncover large specialized tax incentives mostly with no upfront cost, a free feasibility study and no back-end cost if the offer is not taken. The key value drivers are cost remediation, specialized tax incentives, business expansion and business exit strategies within a framework of strategic tax advice implemented at a price point and time commitment acceptable to business owners. This helps business owners keep more of what they earn and leverage expertise they had not yet taken advantage of.
Aldo goes one step further with his clients and offers that same value to key clients of the business owner and his business network. This giving gesture results in referrals and up-sell opportunities to Aldo’s business clients and more ways for Aldo to make a difference for small business owners.
Aldo started his work life in Cape Town, South Africa as an insurance . He moved into mainframe data center computing, learned Cobol programming and assembler language. He then migrated to Australia, worked in a minicomputer environment for a retail warehouse. Later as an analyst programmer for a medical software , he worked in major Australian cities software, loading data, training staff and going live in Pathology labs. He later joined Tandem Computers who relocated him to Silicon , California where he spent 24 years managing a global mission critical training department that merged into Hewlett Packard Corporation.
In his spare time, vacation time and on weekends, Aldo served wealth management clients in his own financial business in the insurance and securities industries for 25 years knowing that at some point his tech career would end.
In 2016, after 40 years of service, Aldo retired from the computing business and focuses on working with clients and experts in tax strategy, wealth enhancement and business profit enhancement techniques.
In 2018, Aldo and his wife Laura moved from Silicon , California to Williamsburg, Virginia close to Laura’s family and her Alma Mater, the of William & Mary.
Aldo is active in the Williamsburg Virginia Kiwanis children’s charity. working to expand philanthropic efforts to help needy kids
Our strategies are unlike those offered anywhere else in the financial industry- we offer a no obligation free assessment so you can put our claim to the test. …more.
1761 Jamestown , Suite 101B
Williamsburg VA 23185
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