We offer our clients advanced tax and estate planning through our partner, a firm that uses attorneys and accountants together for one seamless experience. This process looks at the client's taxes and legal risks to customize a plan that reduces both the tax burden and the liability of that individual.
Preserving Your Wealth
Step 1: Schedule a phone call
Step 2: Evaluate Needs
Meet virtually and go over your budget, current assets, and business structure to create a diagram of a proposed plan.
Step 3: Submit Proposal
After creation, the proposal is submitted for professional review, alterations, and approval.
Step 4: Entity Formation
All the required entities, trusts, and contracts are drafted to state and federal standards.
Step 5: Implement
Receive assistance to operate your new plan effectively, keep proper records, and maximize benefits.
"I've seen significant tax savings, and have been empowered toward success in each of my ventures."