Why we are Different !

Strategy: We screen-and translate for you allowing you the client a “Single” source of contact while having the benefit of the best specialists working for you. Get in place the best of the best support services to surround the marketers. The marketers are the initial contact persons, data gathers and relationship managers. When & where specialist are required, they are brought in to provide solutions.

Vision: Our vision is to build a multi-disciplined Professional Advisory Network that will enable the end user client to obtain the best possible advice and outcome relative to their financial and life fulfillment objectives.

Tactics: Specialist contracted to provide expertise while Case marketer is the initiator and coordinator (quarterback signal caller). They have the top down view from start to completion.

Specialists:Senior Advisor * Planned Giving Advisor * Business Planning * Estate Transfer Planning * Legacy Planning & Service * Product Specialist (LTC, Med Sup, Tax qualified retirement) * Tax Attorney * CPA * Charitable Coordinator * Investment Advisory * Employee benefits * Insurance agents and agencies.

“A family business is like wrestling with a bear…..The problem is that it’s half grizzly and half teddy.”

Adrian Pressley Transus

Let us help you bring the economic implications of the business and family lives together in a manner to benefit both.

********************************************************

See our exceptional training opportunities. We offer technical knowledge and practical "how to" application guidance. You can learn the secrets of top professionals in their fields.

• Join Us

• Downloads

• Illustration Request

• Links

• Training Sessions

• Contact Us

The Professional Advisor Network encourages advisor collaborating in the best interest of the end user client. Often advisors will shy away for topics that may be useful to their clients because they do not have the expertise or a resource to get the expertise. We invite you to examine our platform to evaluate how it may add to your practice and enhance you client relationships.

Call Us: 574-532-0853

We Select the best of the best to serve our clients and hold them highly accountable. We know what they are supposed to do and see it every day.

What would it mean for you to only have to meet and interface with one key advisor instead of the number you currently do?

One point of accountability?

Article Archives

• August 2009
• September 2009

The economies of the world are now under stress and change that may cause rethinking and modification to past planning during most recent certain times. This is not said to cause fear for readers but to give them a serious heads up that shifting is occurring. Some strategies continue to hold true while others offer tremendous opportunities for the informed if action is taken before changes are put in place.
NOW is the time to be curious...........

*********************

The following is an actual situation that some may relate to even though your circumstances may not fit exactly. ADVANTAGES FOR YOU STILL EXIST !

FACTS:

Business owner age 59-has Simple IRA with $11,500 annual contribution- Federal income tax past year $117,000-PAYS $20,050 after tax for 1.8M life insurance- PAID $117,000 to IRS past year.

RECOMMENDED CHANGES:

Discontinue Simple IRA contributions.
Make $267,000 tax deductable retirement contributions.
Transfer life insurance into qualified plans.

OUTCOMES:

Savings of cash out lay; $13,000 Life premium-Current tax bill $12,000-Annual Tax savings $105,000!

Created Annual Life income at age 65 of $96,000- While at the same time making 94.63% of contribution for benefit of owner($244,500)-employees get $23,000 contributed to plan-

For owner a 47% cash on cash return rate!

********************