FAQs

Do clients have to be local?
How do I begin working with your firm?
What fees do you charge, what will this cost me?
How is my information protected?
What types and services are available?
I already have a CPA, why do I need you?

Do clients have to be local?

Absolutely not! Fortunately technology has removed all geographical necessities. In most cases our advanced tools allow us to meet with anyone in any area at anytime.

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How do I begin working with your firm?

This is a simple process. The first step is to call or email us and request an initial consultation. During this meeting we will lay out the process in detail and begin to work through the details of what you are trying to accomplish. All it takes to get started is a call or email.

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What fees do you charge, what will this cost me?

We work with a very straight forward process; there are no surprises or any famous “catches.” We will meet with you and do a thorough analysis of your situation, this initial consultation cost nothing but an hour or so of your time. From there we can go in two different directions depending on your preference. You can elect to pay us an annual fee ranging from a few thousand dollars up to much more depending on the complexity of the planning we or doing, or you commit that any products that are purchased as a result of our recommendations are purchased through us and then you don’t have to pay us anything for our services (in this case we are paid a commission from the company that the products are purchased from). Either format is fine with us and the vast majority of our clients elect the second option which allows them to benefit from our valuable experience without any out of pocket expense.

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How is my information protected?

Confidentiality is extremely important in the work that we do.   We understand and appreciate the sensitive nature of the work that we do and will sign Confidentiality agreements as requested.  Rest assured any information shared with us is kept strictly confidential.

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What types and services are available?

We focus our efforts in a few areas.  First we start looking at a clients current Income Tax situation and look for ways to save them every dollar possible in this area.  This is typically the biggest issue facing most of our clients, while we start here we also work in the following areas:

1.       Estate Planning
2.        Retirement planning
3.        Business continuation
4.        Basic insurance protections
5.       Asset allocation
6.        Basically anything in our around the Financial Services Arena.

I already have a CPA, why do I need you?

I understand and appreciate that you already have a CPA, I would expect that you would.  My experience with CPAs in general is that they are reactive, not proactive.  They are trained to compute data and keep you compliant; they are not typically trained to be proactive and seek out ways for you to maximize everything that you are doing.  This is not a knock on them, but you have to understand that the typical CPA only has a small handful of client like yourself.  They spend the vast majority of their time working with 1040’s which is how they make their living.  For them to really specialize in the unique planning that we do just isn’t feasible because in their client base there just aren’t enough people like you that really need this highly specialized type of planning for it to make good business sense for them to do so.  You see we work with CPAs and client all across the country and many CPAs outsource this niche planning to us, because this is 90% of what we do.  Having such a broad group of advisors that outsource this work to us has allowed us to become highly specialized and has given us the opportunity to spend the time it takes to become very good at this intricate type of planning.  We still want the involvement of your current advisors to keep you compliant, but waiting for them to bring you the ideas that we work with daily will likely never happen.  The planning I am talking about can save you Millions of dollars in taxes and help you use that money to build real wealth, something that your current advisor just cannot do because he/she doesn’t have the time to take on this highly specialized level of planning…

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