Team of Experts

Meet J.P. Hamlett, Sr. Managing Partner at Advanced Planning Strategies.

J.P. Hamlett, Sr. is an experienced Managing Partner with a demonstrated history of helping business owners with retirement planning, buy/sell agreements, cost segregation and business succession. 

This is accomplished by using the Team Based Model to help CPA's identify advance tax planning strategies with their business owner clients and taking a more proactive and holistic approach to advisory services. The goal of our company is to partner with CPA's to market him or her as the "Go-To-Person" for all of their clients major financial concerns. Also, to evaluate their current clients financial needs and to identify advance planning opportunities to reduce expenses, mitigate taxes, increase profitability, create and preserve more assets for them and their families.

The Team Based Model makes it possible for CPA's to be recognized by clients as their "Trusted Advisor" capable of addressing their most challenging business issues.

In addition to the tax planning and preparation services that have been offered for many years, the CPA is now working with a trusted team of professionals who provide a wide range of financial expertise. These relationships allow the CPA to work on a team to plan, select and implement available solutions and strategies to help clients achieve their most important financial goals and business objectives. It also promotes the one source family style business and eliminates the potential risk and uncertainty of referrals and outsourcing.

As a Team Based Model Business Consultant, my role is to help CPA's deliver more value to their clients, staying competitive, attracting more organic growth and increasing the firms overall income.