Benefits 15-19
  1. Illustrates a cash flow time line that corresponds to goals and family vision
  2. Proven on hundreds of cases developed for clients with net worths ranging from $1 Million to over $1 Billion.
  3. Displays benefits of each case with tables and bar charts
  4. Integrates cash flows into a year-by-year “sources and uses of cash” and liability summaries
  5. Shows reinvestment of surplus cash each year to project amount available for heirs at the death of Generation 1 and also during the lifetime of G2 and/or G3.
695 Town Center
Suite 700, Costa Mesa, CA 92626
Phone: (800) 447-7090; Fax: (866) 447-7090