When most successful people have important issues that keep them awake at night
, they don't want to get up in the morning and call 12 different people.
Their accountant, their CFO, their banker, their trustee, their attorney, their financial planner, and on and on with the same question because they know that they will probably end up getting 12 different answers.
And then that wealthy person has to go and try to assimilate all that information!
Our private clients make one call, to my office, at the Team-Based Model and we take it from there. Our entire team of world-class experts will collaborate to bring our clients the very best answers and also the reasons why they're the best answers. This gives our clients the confidence to know that they're making the very best decisions based on the newest most accurate proactive planning solutions available that are court tested and IRS approved.
With the Team-Based Model I understand that the key to proactive tax planning is keeping the most of what you make today and for the generations to come because I want that too.