Welcome to Bishop Wealth Advisors
Making Business More Profitable & Preserving Retirement Wealth
We help small and mid-size businesses bridge the "tax gap" and reduce expenses. If you think large Fortune 500 companies get better tax breaks and services, you are probably right. We level the playing field with specialize tax strategies and expense reductions.
Services are provided at no financial risk to clients, since fees are contingent upon our clients saving money. No service is implemented without consultation with your current tax professional. Take our no obligation 3 minute survey to see if your qualify.
For Small and Mid-size Business Owners our services involve taking advantage of Specialized Tax Incentives, implementing Business Expense Savings, and providing Financial Resources for growth and expansion.
For Retirees we provide strategies that will help create a hedge against outliving income, and take into consideration the impact of inflation, taxation, and rising healthcare costs.
Because we focus our energies on solutions for business owners and retirees with these concerns, we are in an advantageous position to approach such challenges with experience and skill.
Business Profit Optimization
Bishop Wealth Advisors utilize strategic partner relationships to optimize business profitability through specialized tax incentives, expense reductions and business financing. We service the following industries typically achieving the following Specialized Tax Incentives and Corporate Expense Reduction averages: Automotive, Commercial Real Estate, Construction Companies, Funeral Homes, Golf Courses, Hotel, Manufacturing, Medical & Dental Facilities, Online Retailers, and Restaurant Owners. The foregoing list is not meant to be all inclusive. Any Business owner may contact us for a preliminary evaluation without charge. For your evaluation survey click here: Business Specialized Tax Incentives
In partnership with a network of Accountants, Consultants, Project Managers, Engineers, Intellectual Property Attorneys, and Expense Auditors we work together seamlessly to uncover Specialized Tax Incentives and Expense Reductions to reduce your expenses and increase your profits
Business owners are not requested to change vendors for services that are provided. Analysis audits and saving reports are provided without charge. If savings are discovered, the owner has the option of entering a service agreement for a pre-disclosed fee. Our servicing partners have saved business owners over $500 million dollars. You pay nothing unless we find savings.
For Business Financing needs for corporate, real estate, or business purpose financing, we have access to a consortium of select companies and individuals with expertise in a variety of funding environments. Contact us for more information.
Retirement and Legacy Planning
Enjoy "Peace of Mind" Retirement
• Reduce Market Risk
• Establish Retirement Income
• Defer and Lower Taxation
• Reduce Investment Uncertainty
• Set-up Lifetime Income
• Establish a tax free legacy
Our first priority is to help you achieve peace of mind protecting your wealth and assets.
At Bishop Wealth Advisors the protection of your money for retirement is our primary goal. We take very seriously the need to protect our client's accumulated savings and investments. We teach our clients how to make defensive moves to maintain their wealth with expectations of reasonable and steady returns for retirement safety and legacy distribution.
If you are looking to "make a lot of money" in the stock market, we are not for you. If you want financial protection while growing your wealth with low risk strategies, we can help. We invite you to reduce the uncertainty in your financial future. We can show you strategic moves to protect your retirement income and investments by generating low-risk strategies wrapped in financial vehicles that defer taxation of income.
Bishop Wealth Advisors do not give investment advice and we are not licensed to buy or sell securities. Articles and videos regarding investing are for informational purposes only and should not be considered as recommendations for the purchase or sale of securities.