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
General Business & ManagementView LinkedIn profile

About Nelson Yecora

About Builder. Educator. Strategist. I’ve spent 30+ years creating results that…

Experience

  1. Managing Partner i Founder

    More Than Taxes

    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people are never shown.We focus on helping clients keep more, grow more, and pass on more — without unnecessary risk or outdated financial advice.Here’s how we do it: Tax Optimization StrategiesWe help business owners and 1099 earners legally reduce tax exposure and unlock powerful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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Nelson Yecora — Managing Partner i Founder at More Than Taxes in Boca Raton, FL, US | Unifers