Coordinating Expert Advise

Mastermind Groups

In our mastermind groups, we create a collaborative family board of advisors, including your CPA, estate lawyer, financial advisor, and more, to ensure that your wealth remains intact through coordinated decision-making.

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A Family Board of Advisors

For our clients, we bring your trusted professionals together to collaborate across different fields, proactively addressing financial, tax, and legal issues.

We work to address existing problems while also proactively preventing potential future issues.

These groups serve as a cohesive family board, bringing together a range of advisors, including CPAs, estate lawyers, financial experts, and more. Within this collaborative framework, these professionals work in unison to ensure that the best possible decisions are made on behalf of our clients. 

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Richard Riva

Mastermind Collective: A Conversation with Greg Reese

We have the Mastermind Collective to be a family board of advisors for our clients. Greg Reese is a tax expert and we’ve worked closely together to solve a number of challenges for our clients. We don’t want to leave our clients to track down experts on their own and

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A message regarding the tax implications of medical care

Deductions from medical care can be a significant deduction. Here is a message from our team of experts regarding the tax implications of medical care.

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"Our Mastermind Groups are impactful because they are a collaborative effort amongst like-minded business leaders."​

Richard Riva, Founder

Mastermind Collective for Centers of Influence

Our Mastermind Groups consists of members who are Centers of Influence (COIs) bringing diverse areas expertise and experiences to the table.

These professionals convene regularly to engage in collaborative brainstorming, knowledge sharing, and networking, while also providing education, accountability, and support to fellow members.

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Learn More About Our Members​

David Morse, CPA (Retired), MST

Paddock Scheck Morse, Inc.

“Earn all you can, save all you can, and give all you can.” – John Wesley

Master the art of clear and concise communication, as the answer of a confused mind is “no”.

John Goodpaster, Senior Managing Director

Arbor Financial Group

 

 

 

 

Greg Reese, Chief Executive Officer

AmeriEstate Legal Plan, Inc. & Reef Point, LLC.

Deferred Sales Trust Expert

 

 

 

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