Sean Covi, CFP®, CLU®
Vice President of Advanced Planning

With age comes wisdom.  Have you ever told yourself “If I knew then what I know now, I would have made different and potentially better decisions"?  The truth is you don’t know what you don’t know…until you find out.  Many business owners simply don't know they are already 'sitting' on a large check that they can't deposit yet.  As Vice President of Advanced Planning for Business at Trilogy Financial Services, Sean Covi's efforts help them keep more of what their business already earns.

Some businesses are not aware of areas where they are wasting a lot of money and Sean doesn't expect them to take that suggestion on faith.  His team will demonstrate it and recover the excess for the business.  Savings often can be tens or hundreds of thousands of dollars.  

Sean works with businesses and their tax planners to help them implement underutilized expense controls that reduce tax and operational costs with an emphasis on improving profit and financial performance.  The strategies he brings are often overlooked by CPA's because they are not directly accounting related, so many business owners don't even know such tools exist.  Yet the business owner relies on their tax advisor to make them aware of these things so Sean partners with other financial professionals to do joint work in these specialty areas.  

Sean Covi's focus is to identify areas where a business is already eligible to reduce tax and cost but does not have the needed process or paperwork in place to receive the benefit they are owed.  Sean's team performs due diligence to gather and document data needed for a business to capture hidden cost reductions.  Companies who get the most from Sean's efforts usually hire 1 or more employees each year, may own commercial real estate, develop a product and/or pay a significant amount of income tax, although some start-ups and other businesses can benefit as well.


(303) 300-3323 ext. 5121
  Strategic Partners



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