There are three ways we can set up compensation
We take confidentiality seriously. We do not release any information over the phone or without a POA.
Security is of utmost importance in this day and time. We have contracted One Stop PC Doc for all of our IT needs. They are always connected to our devices and get warnings for any issues. We have modern equipment and technology and security are always top of mind for us.
This diagram conveys our process in a simplified way. We understand your needs, concerns, hopes, and dreams through four steps:
With our process, we take the time to understand what matters to you, and then design solutions around your preferences and goals.
A contingency plan is an important part of the business for any company. We have a succession plan in place if something were to happen to Michael.
The core client base in our firm is business owners and pre-retirees. Our ideal business owner is an established business looking to find smart strategies with their current revenue. They are looking to lower their tax liabilities and keep more assets in the firm or their family.
We also work with business owners in the process of selling their business. They are looking for smart strategies on how to receive the cash and reduce their tax liability of receiving their lump sum of money. We generally work with clients with revenues in the $400,000 – $5,000,000 range.
We like to work with individuals with $500,000 – $1,500,000 of investable assets preparing to retire. Normally, this is a client 55 years and older preparing to retire. We have also worked with younger clients that have saved well and want to preserve their assets throughout their lives.
This is a tough question for most business owners to answer. I love this question! Because we are unique! Our goal is to create a norm in our clients’ lives. This norm involves their financial lives being made EASY, in one place, with the right experts on the task. We believe financial planning involves everyone working together to ensure all angles are looked at while assessing the current situation. Our goal is to make your life EASY!