Services

 

 

 

 

 

 

 

 

 

 

 

 

 

How We Work For You

 

The Wealth Direction Advantage™ is our process for providing successful individuals with a method to help stay ahead of their evolving financial needs™.

Step 1 – The Pre-engagement Planning Session™ identifies your financial dangers, opportunities and strengths.

Step 2 – The Wealth Direction Orientation Session™ is where we obtain consensus about your goals, timelines and expectations.

Step 3 – The Wealth Direction Strategy Session™ is where we can help plan for the effective use of your income and assets.

Step 4 – The Wealth Direction Mastery Session™ is where we present creative alternatives to help achieve your goals.

Step 5 – The Wealth Direction Solution Session™ is devoted to follow-up on the implementation of our recommendations.

 

 Additional Modules

The Essential 1031 Experience ™ is our unique process for helping you reduce or defer your tax liability and increase your investment income.*

The Family Financial Review™ is our client management information, benchmarking and financial evaluation system.

The Plan-2-Live Program™ is your personalized and customized strategy for wealth accumulation..

The Asset Shelter™ is our approach to helping you preserve your income and assets from the adversity that can result from unforeseen catastrophic events.

The Retirement Plan Safeguard System™ is our technique for helping to protect plan sponsors, trustees and participants with state-of-the-art retirement plans.

The Tax Choice™ is our process for helping you create the financial legacy you choose for your family and society.

 

 

*Investments in real estate are speculative and involve a high degree of risk including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, illiquidity.  The manager has broad authority and discretion over the real estate and the terms of financing; the various fees paid to the manager and its affiliates are significant and may offset profits related to the ownership and operation of the real estate.  Real estate investments are often leveraged:  leverage may increase volatility and may increase the risk of investment loss.  Cash distributions to you may constitute a return of your own capital and may be paid from proceeds of the offering, e.g. reserves.  There are a number of significant tax risks and tax issues involved with the purchase of an interest in real estate.  Investors should consult their own tax advisors and legal counsel. 

The material contained here, does not constitute an offer to buy or sell real estate,

Securities or insurance.