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Clients

WE SEEK MAXIMUM LIFETIME POTENTIAL FOR OUR CLIENTS

“It’s not what you earn, it’s what you keep.”

As part of our financial consulting work, we help clients design and implement safe, conservative, tax-efficient, life-long financial structures utilizing strategies and products that are specifically designed to protect assets and minimize or recover direct costs and opportunity costs.

Through this unique “safe money” approach combined with cost recoveries, we are normally able to easily surpass the results attained through the common, unsophisticated, “risk-based” strategies that focus, above all, on seeking high rates of return. As people are beginning to painfully learn, these speculative risk-based strategies work under only the best of circumstances.

We’ve been around long enough to know that higher return potential generally implies higher risk of loss and – though your broker or planner may not be aware of it – losses tend to inflict irrecoverable financial damage on an estate long-term. While most planners direct you to focus on “wants, needs, goals, and assumptions”, we’re quite different. There is, quite literally, no comparison between the two approaches.

If you’re interested in learning more, please feel free to call David or email him through the contact page. We can assist clients in all states and we welcome your call, even if it’s just to say hello.