Nelson Yecora
CFS Director – MB Fort Lauderdale (AutoNation) | Managing Partner – More Than Taxes & Legacy Financial | Premium Finance Strategist| Foodie • Wine Enthusiast • Golfer
- Role
- Managing Partner i Founder at More Than Taxes
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Nelson Yecora
About Builder. Educator. Strategist. I’ve spent 30+ years creating results that…
Experience
Managing Partner i Founder
Oct 2016 — Present · Boca Raton, FL, US
More Than Taxes & Legacy FinancialI launched More Than Taxes & Legacy Financial to bring advanced strategies to everyday families and high-net-worth clients — blending what the ultra-wealthy do with what most people are never shown.We focus on helping clients keep more, grow more, and pass on more — without unnecessary risk or outdated financial advice.Here’s how we do it: Tax Optimization StrategiesWe help business owners and 1099 earners legally reduce tax exposure and unlock powerful deductions through smart entity design and proactive planning.We also serve W-2 professionals, a group often overlooked by traditional advisors. We show them how to use strategic side hustles as a tool to unlock the tax code — gaining access to deductions, income shifting, and accelerated debt payoff strategies that can dramatically improve cash flow and long-term wealth. Premium Finance SolutionsWe help high-net-worth clients use bank-financed life insurance to fund estate plans, executive bonus structures, and legacy-building strategies — all while preserving liquidity. Smart Money EducationWe teach families how to build tax-free retirement income, pay off their mortgage faster, and eliminate debt using the same principles Fortune 500 executives rely on — just simplified and customized.I believe financial clarity changes lives. When people understand how money really works, they make better decisions — and build futures that last.If you\'re a family planning for retirement or a business owner ready to scale and protect wealth — let’s talk strategy.
Skills
- Automotive
- Lead Generation
- Customer Retention
- Finance
- Sales Process
- New Business Development
- Automotive Aftermarket
- Dealer Management
- Sales Management
- Sales
- Marketing
- Direct Sales
- Team Building
- Marketing Strategy
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