Jeffrey Hines
Who am I and why would you trust me with your tax and finance questions?
Jeffrey Hines / Safe Money / Certified Tax and Business Advisor
Jeffrey Hines is a licensed insurance agent with a diverse background in mortgage lending, financial analysis, real estate, and radio broadcasting. His broad expertise enables him to provide well-rounded, client-focused financial solutions.
Guided by a strong ethical foundation, Jeffrey prioritizes his clients’ best interests by analyzing all options to safeguard their wealth. Inspired by innovative ideas, he reentered the insurance field to deliver unique, high-impact strategies such as the Flex Plan—a structure that enables clients to “make one dollar work twice,” maximizing returns while ensuring financial security.
In addition to his insurance expertise, Jeffrey collaborates with Excel Empire to offer advanced tax strategies. Recognizing the gaps in traditional CPA services, he helps clients navigate complex tax codes to uncover significant savings. Excel Empire guarantees a 30% tax savings for business owners and commercial property owners they accept, ensuring measurable value or no charge for their services.
Jeffrey stays current with the latest financial strategies by attending educational events and mastermind groups, ensuring his clients benefit from cutting-edge insights. He values clear communication and plans to launch an email newsletter to keep clients informed about financial trends.
Testimonials from satisfied clients highlight his dedication, professionalism, and positive impact on their financial well-being. Committed to integrity and client advocacy, Jeffrey Hines continues to build trust and deliver exceptional service in all his professional endeavors.
Do you want to micromanage the bookkeeping function?
One of the mistakes I made in my past as a business owner was a failure to properly supervise the bookkeeping function. As the business owner you have to know the numbers intimately, check the checkbook and the worksheets and reconcile the numbers. But most of us are just too busy and the details slip by and then it's possible for people you trust to take advantage. Money can disappear.
To avoid the stress of this headache, I have a solution.
Using the most updated computer protocols we are now able to offer a bookkeeping, tax planning and business coaching service at less than half the cost of an in house bookkeeper.
Would you like to have access to a business coach, a Chief financial officer, who helps with tax planning and strategy and your books fully accounted for?
Secrets that your financial advisors do not tell you
You can avoid taxes on your retirement funding, you can live a tax-free life if you take action and request an appointment with me and we will analyze the numbers and give you a solution.
The story of Excel Empire, the company I joined and achieved the designation of "Certified Tax and Business Advisor".
Ed Lyon JD, noted author and tax attorney, " the funniest accountant in the nation" with multiple television Network appearances, joined with a prominent CPA firm and a very successful business consulting firm to form Excel Empire with the goal of helping business and real estate owners utilize the myriad of financial instruments and Tax strategies to their maximum potential to give you the most efficient tax, retirement and estate planning.
You may hear a lot of advertising about financial advisors charging a percentage of assets under management, typically 1 or 2%. The argument is that this is a better deal for the client. Not true.
To test the sincerity of their representation, run the numbers.
To give an example, take 1% a year on the size of your portfolio and multiply it out on a spreadsheet for 20 years. Over time as the amount of growth in a portfolio increases, after 20 years you will be shocked at the size of the fees you and your family have paid, in contrast to letting the insurance company pay the fees.
