We use a values based planning process as the foundation of our work with clients, because it is essential that we understand their vision, values and goals. With the insights we gain through this collaborative process, we are better able to help create an effective plan that the client can readily embrace. The customized plan provides a framework for the wealth management and wealth insurance product solutions.
Provide both additional protection and ability to reduce taxes and super charge estate planning.
Review corporate structure based on increased taxes and certain tax planning tools.
Exit Planning to internal or external buyer.
Get Financial Independence Update to provide monies for the Go Go, Slow Go and No Go retirement years.
Defer taxes today.
Look at both Golden Handcuff and Golden Parachute plans for key executives/principals. Focus on retirement income and rewarding people for their tremendous contributions.
Use of premium financing to tap into the intrinsic value of a company; taking full advantage of low interest rates and the difference between borrowing at simple interest and growing at compound interest.
Daily updates of all assets through one portal that provides outstanding reporting capabilities based on Monte Carlo simulations.