Advanced Planning
Utilize advanced planning to help your clients grow their retirement wealth.
Eliminate their tax liability by diverting funds into wealth-generating accounts.

Bring More Value

We’re experts in this tax-saving strategy. Leverage our knowledge and experience with this service to bring additional value to your business.

Advanced Planning is the process of analyzing your client’s income sources and implementing a strategy that maximizes wealth generation. In this specific strategy, you will focus on utilizing pre-tax pension and retirement accounts that are used to fund investments and insurance products with pre-tax income. These investments and products offer significant returns and provide superb diversification and asset security. Put simply, money that your client would have paid in income taxes is converted it into retirement wealth.

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Here’s a glance at a real business owner’s financial situation before and after implementing Advanced Planning.

Don’t just take our word for it.

Many businesses have contributed to the data we’ve provided below, and the range of business owners eligible for Advanced Planning is wide. Here’s a sample of the kind of tax savings we have achieved for different industries.

TRUCKING

Tax saving achieved:
$250k – $1.8mil

Gross Revenue: $10mil – $100mil
# of employees: 25 – 200

MANUFACTURING

Tax saving achieved:
$250k – $1.8mil

Gross Revenue: $10mil – $100mil
# of employees: 25 – 100

GARMENT WHOLESALE

Tax saving achieved:
$250k – $2mil

Gross Revenue: $5mil – $60mil
# of employees: 25 – 200

EMPLOYMENT OUTSOURCING

Tax saving achieved:
$250k – $600k

Gross Revenue: $3mil – $15mil
# of employees: 25 – 200

DOCTORS/DENTISTS

Tax saving achieved:
$250k – $1mil

Gross Revenue: $1mil – $5mil
# of employees: 2 – 25

HOME HEALTH AGENCIES

Tax saving achieved:
$250k – $600k

Gross Revenue: $3mil – $15mil
# of employees: 25 – 200

ATTORNEYS

Tax saving achieved:
$250k – $1.4mil

Gross Revenue: $1mil – $7mil
# of employees: 2 – 20

CPAs/ACCOUNTING

Tax saving achieved:
$200k – $600k

Gross Revenue: $1mil – $3mil
# of employees: 5 – 20

Allowable Investment Options

There is a wide variety of investment options that work with the Advanced Planning model, including viable options that don’t require a security license.

Mutual Funds and ETFs

Put or Call Options

Insured Savings Accounts or CDs

Cash, Treasury Bills, etc.

Annuities, Life Insurance

Gold

Real Estate

Real Estate Notes