Refined over some thirty years, Camarda’s proprietary WealthMax 360° assessment produces a very fast and comprehensive “X-ray” of your total wealth goals, challenges, and opportunities.
During the no-charge WealthMax 360° session, we frequently discover important shortcomings and remedies in the areas of tax, retirement, portfolio structure, estate & trust, asset threats, and protection tactics, and much more.
You are free to use our findings in any way you want, even with your existing advisors, though we truly believe improvements will be faster and of higher quality if you let us quarterback them. If you come on board, we develop a written Total Wealth CareTM to-do plan based on your wishes and instructions, then refine a completion schedule that won’t overwhelm you but we still priorities and integrate related functions so the important work gets done on a timely basis.
We can execute the plan with our in-house team of TaxMaster tax, legal and other professionals, or work with your outside advisors – your call.