Your Next Step

During a Guaranteed Initial Consultation, we will review your goals and existing plans to spot opportunities and offer solutions that generally cost less than 1% of the tax savings. Each Discovery Session is led by Tim Voorhees and/or an attorney trained by Tim on advanced planning techniques. See details at www. FreeDiscoverySession.com. For more information about how you can review the best techniques for minimizing taxes and funding your vision, please call us at (800) 447-7090 or email us at info@vfos.com.

As a partner at a law firm that focuses on planning for the affluent and as the president of a registered investment advisory firm, Tim Voorhees has led teams that have developed hundreds of zero-tax plans to help clients realize their wealth transfer goals.

Our Mission: "To help wealthy individuals realize their dreams by implementing comprehensive lifetime wealth blueprints for minimizing taxes and maximizing the value of their estates, their businesses, and transfers to their family members or favorite charities."

What Makes Us Unique:
1. Our team cares more about your vision and aspirations than your assets.
2. Our highly-capable team has planned hundreds of cases using a proven planning process.
3. Our proprietary software integrates 300+ planning instruments in a plan optimized for you with detailed annual balance sheet and cash flow numbers through life expectancy.
4. We implement! We have a track record documenting how we have generated billions of dollars in benefits on hundreds of cases.
5. We provide a Guaranteed Initial Consultation and low-cost "Value Proposition Letter" to show you the benefits and costs of planning before you engage us for planning.