Broker Check

Process

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and your goals for improvement in your business success and retirement plans. We conduct a survey to uncover potential tax saving strategies.

Phase II: Strategy

We conduct a "survey review" conference "discovery call" with our partnered tax experts, together with your CPA or Accountant, to provide an in-depth analysis for potential tax saving strategies. The primary objective of this stage is to develop an effective business and/or retirement wealth preservation strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for success.

Phase III: Implementation

The primary objective of this phase is to successfully implement strategies for your business to improve profitability and appropriate wealth preservation strategies to satisfy long term objectives for retirees. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s business tax and expense reduction activities and/or retirement holdings on a regular basis to ensure that plans implemented are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed we respond with prompt and appropriate action.