Our Firm

Tax & Money Strategies, LLC, is organized under the laws of the State of Arizona and does much of its' business there. We have clients in other states and are associated with another organization that has insurance licenses in many states. If you would like to do business with an organization that cares about their clients we don't care where you live; you will get the same professional attention that the locals do and if we are not licensed where you live, we will be.

The trust and asset protection programs are not geographically limited, with one exception. Louisana's law is based on the Napoleonic Code rather than the English system the rest of the country uses and our trusts are not applicable in that state. We have done trusts for people in about twenty states, as far away as New York and Georgia.