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We give your firm a clear game plan for introducing strategic tax planning and broader financial planning to your clients.
 

We can help you:

• Adjust your website to explain the additional planning available

• Create phone scripts for introducing the service

• Develop a clear client outreach and follow-up process

• Train your team on how to introduce the opportunity

• Handle the assessment, analysis, recommendations, and implementation
  
  Our process begins with a Tax Reduction Assessment.

Your clients are offered a complimentary Tax Assessment designed to identify opportunities to:

• Reduce current tax liabilities

• Reduce future tax liabilities

• Improve their overall tax position

• Identify missed tax-planning opportunities

• Uncover retirement, estate-planning, insurance, or succession concerns

• Identify gaps between the tax strategy and broader financial plan

• Determine where additional coordination may be beneficial
   

The Tax Assessment is designed to identify potential opportunities, risks, and areas that may deserve further analysis. It is not a complete tax plan.

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We then help develop a coordinated plan that considers the tax and financial impact, long-term consequences, implementation requirements, and the professionals involved.
 

Benefits for Your Firm

1. Strengthen client relationships by helping clients address needs beyond your core expertise.

2. Improve client retention by becoming more involved in important financial decisions.

3. Differentiate your firm from professionals who only offer 1 or 2 services.

4. Create additional revenue opportunities through higher-value advisory services and deeper client engagement.

5. Increase your firm’s perceived value without requiring your team to become experts in tax, estate, succession, or financial planning.
    

Benefits for the Business Owner

1. Reduce current and future tax liabilities by identifying opportunities before they are missed.

2. Understand how the different parts of the plan work together, including taxes, retirement, estate planning, insurance, and succession planning.

3. Identify planning gaps that may be overlooked when professionals work separately.

4. Avoid conflicting decisions by improving coordination among the client’s financial professionals.

5. Create a clear action plan for addressing the most important opportunities and risks.