Frequently Asked Questions
- Why doesn’t everyone use (insert product name) if it is so effective?
Nearly all of our products and strategies are either proprietary or highly specialized. Or both! By definition, proprietary products have limited access in order to protect the product’s unique advantages AND to protect the intellectual property of its developer. Highly specialized products, such as small captive insurance companies, require very high levels of expertise to execute and manage AND appeal to a very small segment of the marketplace (less than 1%). - Are you attorneys?
No. We do not give legal advice and will work closely with your attorney and other advisors before you move forward with any of our strategies. - Aren’t tax shelters dangerous?
Yes! We do not recommend any transaction that would be considered a tax shelter under recent IRS guidelines. - What experience do you have?
We have been acting as advisors to high income/high net worth businesses and individuals for over 35 years. Our clients are located throughout the United States and range in size from single individuals to Fortune 500 companies. - How do you get paid?
We earn fees or commissions. Prior to any engagement we will agree how our compensation will be structured. - Are your fees lower or comparable to other firms?
We don’t set our compensation based upon the fees of other firms. Typically, our compensation will reflect the value we have delivered to you as a result of either tax savings or planning effectiveness.
