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Comprehensive Plan

The Comprehensive Plan or "Family Wealth Blueprint®" summarizes how you can integrate several planning instruments to achieve all of your most important planning goals. Using proprietary technology, we follow an efficient and disciplined process for identifying the best mix of planning tools to achieve your goals. This technology permits us to summarize all planning concepts on a single flow chart that is supported with extensive numerical and text documentation. We also integrate the tax benefits and cash flows of each tool in the plan to create a year-by-year cash flow summary. By doing so, you can see how the plan achieves your income goals even after you pay taxes, make charitable gifts, or fund an insurance policy. A Comprehensive Plan:

Addresses all major components of planning
Recommends multiple strategies
Fully integrates cash flows, tax impact, and estate distribution
Provides extensive documentation.


U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.