Phase I: Discovery
We begin this stage getting to know one another and asking pertinent questions regarding business goals and objectives. We focus on what your specific needs are and your goals for improvement in your business success, personal finances and retirement plans. We utilize a proprietary software application to survey and gather information to uncover potential expense and tax saving strategies.
Phase II: Strategy
We conduct a "survey review" conference "discovery call" with our partnered cost remediation and tax experts, together with your CPA or Accountant, to provide an in-depth analysis for potential expense reduction and tax saving strategies. The primary objective of this stage is to develop an effective business and/or retirement wealth preservation strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for success.
Phase III: Implementation
The primary objective of this phase is to successfully implement strategies for your business and/or personal finances to improve profitability and appropriate wealth preservation strategies to satisfy long term objectives. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Phase IV: Monitoring and Adjusting
We monitor our client’s business tax and expense reduction activities and financial holdings on a regular basis to ensure that plans implemented are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed we respond with prompt and appropriate action.