FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are 100% confident in our process – no fees are paid until savings are identified. In less time, we unveil vital tax secrets your CPA/Tax Professional may not be knowingly aware of. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes and builds substantial savings to supplement future income and retirement. Our clients enjoy: • A unique and customized tax plan • A customized system and holistic process • Increased savings for retirement income • Significant tax and cost savings and timely review process
- What is your typical process for working with a new customer?
WE FOCUS ON HIGH NET-WORTH BUSINESS OWNERS & AFFLUENT FAMILIES ❖ Business owner(s) who want to sell the highly appreciated assets/businesses ❖ Business owner(s) who has a net worth of $ 2M + not including property ❖ Anyone paying more than $ 50,000 + in federal income taxes ❖ Business owners that earn $ 250,000 or more ❖ Anyone who has a net worth of $ 5M +
- What education and/or training do you have that relates to your work?
With multiple years of rich financial, legal and tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year. Verified and background-checked educational profile as well as government-mandated and industry-required Continuing Professional Education Credits annually.