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The FutureSystemâ„¢ Approach

The process of the Planning Strategies classifies assets into 5 pre-determined Categories according to each asset's purpose and function in one's life. It is the exact sequence of steps to identify and manage a client's financial issues, coordinate the strategies, and formulate solutions to make sure there are no planning gaps. When evaluated within this process, many clients realize their assets have been improperly positioned to work towards meeting their goals and lack the desired tax efficiency.

Traditionally, multiple products were needed to solve wealth accumulation, protection, and distribution issues. The FutureSystem™ Methodology can help you:

> Solve multiple problems simultaneously which results in a more efficient and cost-effective decision process
> Self-insure some or all your estate tax liquidity needs and possibly reduce or eliminate the purchasing of at-risk life insurance
> Produce a planning platform from which you can base all your future financial and estate planning issues, and
> Probably save you money

You may have experienced that too much information can lead to confusion. With what seems to be a sea of information and sources, it has become difficult to make an informed decision on who to do business with and where to seek financial advice. The entire process is ingeniously simple, highly interactive, and is contracted for an initial advisory fee. In virtually every situation we have a significantly impact on our client's prior planning. The more conventional planning already done and products purchased, the better chance we have of making a lasting impact.