The best chance of accumulating a Multi-Generation Family Fortune of secure wealth, and enjoying the tax advantages of building a better world while still providing well for our families is to undertake an integrated 'holistic approach' than many professional advisors are familiar with.
Many advisors think in very one-dimensional terms.
We engage in active listening first, to ascertain your risk tolerance, level of financial sophistication, the kinds of values you want to be remembered for, and then gather facts to develop a solution-oriented set of tax, business and financial strategies that are objective, effective and appropriate. In our view, the answer to exactly 'What Goes Where' in tax, business and financial planning should be tied to the optimum tax considerations, and balanced against the realistic needs of your business, portfolio, risk tolerance, and willingness to be truly open-minded about solutions. We want you to enjoy multiple streams of income and tax-advantaged funding strategies. Call to order our new comprehensive planning series, a 21- video collection entitled The Millionaire's Library and receive four free tickets for you and three friends to attend one of our popular San Diego Wealth Weekend workshops. Then stay over for a nice weekend in beautiful San Diego - the USA's best climate and most diverse leisure destination.