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For over 35 years we
have been serving our clients with the best in financial services. Our name stands for Integrity, Stability,
Quality and Excellence. The company started as an insurance agency under the name The Sussex Agency in 1978, offering accounting,
tax, insurance, investments and financial planning services. The company name was changed
in 2005 to Business Services International, Inc. (BSII) to more appropriately describe its scope. Today, BSII is a Wealth
Management and International Financial Planning Company providing cash flow and tax mitigation services to high net-worth
individuals and business owners, in the areas of domestic and offshore tax, financial, charitable, succession, estate planning,
and asset protection.
Our
Private Client Group, consists of attorneys, accountants, insurance and securities professionals who work with individuals,
and families around the world. Business Services International,
Inc. focuses on domestic and and cross border planning and asset protection, which includes offshore investments, company
formation and offshore life insurance for individuals and small business owners. BSII also provides Executive Education
courses in Wealth Management, Anti-Money Laundering and Taxation.
James A. Lavorgna
James A. Lavorgna is the CEO and primary relationship
manager for Forsyth Wealth Management, Inc., a Registered Investment Adviser. Mr. Lavorgna works directly with clients and their advisors to provide wealth management
services including investment advisory services, financial planning, accounting, tax, asset protection, and estate planning
services in both domestic and international markets. He is a Registered Investment Advisor Associate of Forsyth Wealth Management,
Inc.
Experience
Throughout
his career, he has provided extensive financial and estate planning services to professional athletes, high net worth individuals
and business owners. He also works with non-profit organizations and clients that have an interest in charitable giving, family
wealth planning, business succession planning and asset protection.
He provides goal based wealth management services for clients wishing to grow, protect and conserve their wealth currently
and for future generations. He also provides global estate planning; asset protection planning through domestic and offshore
financial centers; and has planning experience designing offshore structures and international private placement life insurance.
Mr. Lavorgna is currently an adjunct professor of law for the Thomas Jefferson School of Law Masters of International Tax Graduate Program.
Formerly, he was an adjunct professor for investments and financial
planning at Sussex County Community College during the 1980’s. He taught accounting, computerized accounting and business
law, a course he developed, for the Patrick Henry Community College distance-learning program. He also was a thesis promoter
and taught international tax credits and partnerships as a visiting professor for St. Thomas University School of
Law Graduate Tax program. He is also a Certified Instructor for the American Academy of Financial Management
and currently teaches the Chartered Wealth Manager and Chartered Trust and Estate Planner designation courses.
Mr. Lavorgna has been a financial planning radio talk-show guest, an international public
speaker (recently speaking in the Bahamas, Cayman Islands and Barbados), has been quoted in trade publications, and has independently
published numerous articles. He has written the Anguilla Chapter for the Offshore Financial Centers Database
for Richmond Publishing, London and is currently working on completing a book on financial planning and investing called Educated
Investing. He also writes articles for ProducersWeb.com, a web magazine for professional financial advisors with a membership
of over three hundred thousand. He is listed in the National Register’s Who’s Who in Executives and Professionals
2001-2002 edition and has been listed in the 2005-2006 “Guide to America’s Best Financial Planners” published
by the Consumers’ Research Council of America.
Education
and Personal Designations
Doctor of Laws (J.S.D.) -
Expected 2013
Master of Laws in International Taxation (LL.M.) - Offshore Financial Centers
Master of Laws
in International Taxation (LL.M.) - Wealth Management and Private Banking
Juris Doctor (J.D.) – Concentration
in Litigation
Bachelor of Science - Finance (BS)
Associates in Arts (AA) - Business
Certified Financial Planner
(CFP®)
Charter Wealth Manager (CWM™)
Charter Trust and Estate Planner (CTEP™)
Master Financial
Professional (MFP™)
Board Certified Estate Planner (BCE™)
Distinguished Fellow - The Royal Society of
Fellows
Fellow – American Academy of Financial Management
Affiliations
Royal Society of Fellows
American Academy of Financial Management
Licenses
Investment Advisor Representative
State Insurance Licenses.
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L. John Hartmann is CEO of Tax Shelter Advisors, LLC, with offices in Dayton, Ohio. His mission is to assist his clients by helping
them to organize their finances, and incorporate all areas of planning, which includes income and cash flow planning, and
aligning the latter with insurance planning, tax and succession planning.
He
also brings in qualified financial specialists in other planning areas when needed to help bring together a client’s
plans and meet their objectives.
Equipped with his
knowledge of the medical field, and the needs and the peculiar aspects of the physician market, he focuses on his practice
on small businesses, families and individuals, especially physicians, helping them with their financial and estate planning
objectives.
Experience:
John started out his career in the medical field, working as a pharmaceutical
representative for 14 years with a subsidiary of Bristol Myers Squibb, and progressed into medical surgical instrumentation
with another subsidiary of Bristol Myers Squibb for 3 years.
He started his entrepreneurial career by establishing a hospital based physician procurement and management company servicing
various military hospitals and installations in several areas around the country. That then led to his establishment of one
of the first mobile nuclear imaging companies servicing civilian hospitals in North Carolina and Virginia.
Education:
He attended the University of Dayton and graduated with a B.S.
in Business Administration in 1965. John also graduated from Chaminade High School
in Mineola, New York in 1961.
He consistently keeps updated
with current changes in the Insurance and Estate Planning industry thru webinars and other various courses, and also takes
ongoing continuing education courses.
Affiliations:
National Association of Insurance and Financial Advisors
Licenses:
Insurance licenses
in Ohio, Kentucky, Virginia, North Carolina and Tennessee
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