ONE Group offers a Unique Selling Proposition to help professionals elevate their business to the next level. Through ONE Platform, key industry leaders and service providers have come together to make available their expertise, services, and products to these professionals who in turn will use them to benefit their clients: business owners, high net worth individuals or everyday Americans. We become the back-office partner of the professionals. We make them the Hero to their clients.
UBOS is the premier tax planning firm specializing in unique tax strategies, which could save business owners and high net worth individuals almost 25-50% on their taxes. The best part is these savings are recurring every year. The chief tax strategist of UBOS is an authority on tax planning. He is an author, a consultant, and a sought-after speaker. He leads the effort in ensuring that the latest tax practices are researched and provided to all clients. He has appeared on over 500 radio and television broadcasts. He also has personally coached over 3,000 tax professionals.
We have been leading the mortgage industry since 2005 with the innovation no one else has been able to imitate. We are made up of mortgage specialists who are committed to helping homeowners and home buyers to be in control of their own mortgage rather than its controlling and dictating to them. Our clients have been able to pay off their mortgages in record times and saving tens of thousands on the interest costs. All this without changing their budget or lifestyle. As we continue to spearhead the industry with our innovation, more homeowners and home buyers will experience the mortgage loan as they have never seen before.
Not many can claim to have all the solutions for every client. That would be a very tall order. We will, however, humbly yet confidently make that claim. Our team consists of financial industry leaders who have seen the ups & downs of their profession over the last several decades. They have sharpened their skills on the field working with thousands of clients &their situations. Through coordination with the tax & mortgage planning teams, the financial planning team has access to cash flow creating methods that are unavailable to our competition. This in turn helps our clients to establish more suitable financial plans. Whether it is a simple term life, a ROTH conversion, or a premium finance policy, we are poised to deliver what our clients look for.
To lead the financial industry for the next decade or century, one must have a foresight and insight into how the industry itself is changing and evolving. No one can just try to maintain the status quo and will survive let alone thrive in this highly competitive industry. With our hindsight on what made us successful and our audacity to change and differentiate ourselves, we are making new waves in our industry, one ripple at a time. We are open to look at things differently, not limiting ourselves to just how it has always been done. Progression follows imagination. Marketing is in our genes, but we strive to learn and research for newer and better ways to wade through the complexities of our industry. We are always committed to deliver what our clients aim for.
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Edward A. Lyon, JD is the Chief Tax Strategist at UBOS. He is also the CEO/Founder of the Tax Master Network, previously TaxCoach Software, and is also the Director/Chief Tax Strategist at Financial Gravity. He has helped thousands of tax professionals grow their business and saved small business owners millions of dollars. He is also an author of 8 books on marketing and fulfilling tax-planning services and has made over 500+ television/radio appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.