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Please click links above to read the article below.

Please Click Links to the Left to Read about the Phase 2 Benefits

Optimize Your Tactical Plan or
Comprehensive Wealth
Blueprint During Phase 2

Phase 1 1. Family Wealth Statement
(Family Retreat)*
2. Financial Check-Up*
3. Value Proposition letter*
Phase 2 4. Tactical Blueprint*
5. Full Blueprint*
Phase 3 6. Implementation Documents
Phase 4 7. Annual Updates
*Certain planning instruments are offered individually so that you and your
Adviser may select, tailor and integrate those that are most appropriate.

The article linked at the left explain how data
gathered during Phase 1 is optimized during phase 2
 
Email info@vfos.com for a PDF copy of the article featured on this site,
which is The Best Zero Tax Planning Tools Help Clients Achieve Their Goals”
from Estate Planning Magazine, September 2007.
   
 

Voorhees Family Office Services, Inc.
650 Town Center Drive, Suite 890, Costa Mesa, CA 92626
Phone: (800) 447-7090 • Fax: (866) 447-7090
©Tim Voorhees, 2002-2017