Wealth X-Ray Value Proposition
Reduce the Cost of Taxation, Potentially Improve Investment Performance, & Grow Your Wealth
The Wealth X-Ray is a high-value, low-cost service that helps clients accelerate the way they grow their wealth by recovering dollars unnecessarily paid in the form of state and federal income taxes and by potentially improving investment performance through responsible reallocation of capital out of the financial markets into off-market investments including passive real estate and alternatives.
The following is an outline of the products and services that come with the X-Ray Wealth Acceleration Service.
- Tax Mitigation Plan: We engineer a comprehensive tax mitigation strategy designed to slash our client’s taxes by 30 percent or more, providing an immediate rate of return on their investment.
- Business Entity Structures: Every business structure has unique legal and tax attributes. We evaluate and recommend how to use these unique tax and legal attributes favorably in each client’s financial life by integrating best practices in the legal and accounting profession.
- Investment Analysis: Complete performance review of all market & off-market investments to provide a wealth acceleration projection.
Our X-Ray process will result in a written report on immediate value-add opportunities:
- Potentially more substantial ROI from current investments (based on comparisons to benchmarks)
- Stronger asset protections from entity restructuring (including potential tax savings)
- Tax savings in current and future years (and projections for future years)
- Implementation plan to capture immediate value-add opportunities
VALUE: PRICELESS
EXTRA BONUS: If you decide to engage with our Wealth X-ray Services, we guarantee we will find $5K in tax savings or improve investment performance, or you will receive your money back.
