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Results

Stop paying so much in taxes! We are credentialed attorneys, investment advisers, and wealth counselors with decades of experience and a proven track record of helping individuals and businesses maximize their wealth. Below are just a few examples of results from typical cases:
  Increased Income Tax Deductions Increase To Heirs Increase To Charity Estate Tax Savings
Client 1 $ 322,080 $ 4,381,362 $ 6,887,378 $ 3,035,712
Client 2 $ 486,475 $ 119,623 $ 4,304,322 $ 2,931,200
Client 3 $ 530,902 $ 4,488,873 $ 13,718,933 $ 8,253,384
Client 4 $ 368,239 $ 1,337,351 $ 808,895 $ 2,119,857
Client 5 $ 940,577 $ 6,830,426 $ 13,340,482 $ 11,673,976
Client 6 $ 4,159,147 $ 7,381,307 $ 23,485,508 $ 27,335,629

OUR PLANNING PROCESS CAN HELP YOU:

Control 100% of Your Wealth – by employing strategies that:

  • Eliminate estate and/or gift taxes
  • Reduce or eliminate income taxes
  • Protect assets from creditors
  • Pass the full value of an estate to heirs

Move from Success to Significance – through a planning process that aligns financial and legal plans with your vision for pursuing goals such as these:

  • Making charitable gifts instead of paying taxes
  • Involving family members in benefiting the community

Assemble a Highly-Skilled Planning Team – that enables you to:

  • Engage nationally-respected attorneys through a simple process
  • Benefit from the depth of experience of advisers who specialize in unique strategies for wealthy families
  • Work with planners who understand the complexities of Multidisciplinary Planning
  • Obtain a Full-Color Plan Illustrating All of the Proposed Tools
  • Receive comprehensive client presentations that illustrate and integrate the effects of all proposed strategies on cash flow, taxes, charitable giving, and wealth distribution.
  • View attractive and easy-to-follow graphs, tables, and text reports
  • Maintain financial and estate information in a format that can be updated easily during quarterly or annual reviews
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.