Personal Advisory Services
Our Personal Advisory Service specializes in wealth enhancement to the busy professional and executive.
We strive to eliminate worry in your hectic and demanding life by planning creative solutions to your financial challenges and by closely monitoring your success. Our comprehensive financial consulting processes offer you and your family the resources to help maximize income, help preserve assets against financial disaster, minimize taxation* and create success.
* Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
*To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.