Our planning works for the following reasons:
First and foremost, we engage in Tactical Tax Planning®.
Second, we act as facilitators or coordinators, and not directly as the advisors or service providers. This allows us to find and utilize the best of the best for our clients and not try to be a master of all trades in a very complex industry.
Third, we stay with our clients from the time that they begin the discovery process until the structure no longer exists. As laws change over the years, we are there to review and adjust structures. As employees in the service providers change (as they do on a regular basis), we are there to bridge the gap. Typically, we are the single point of contact for the client year after year.
Fourth, the planning is cost effective. We negotiate with advisors and service providers on a volume basis and we are able to effectively implement files on behalf of these individuals at a minimum time commitment on their part. This system allows for deep discounts in fees.