Your Most Trusted and Key Advisors Working Together

Your Most Trusted and Key Advisors Working Together

Eliminate “Financial” conflicts of interest advisers may have!

Save Time , Money and Taxes!

Save Time , Money and Taxes!

A Cohesive Collaborative Plan is a Must!

Experienced Experts and Collaboration Bring Results !

Experienced Experts and Collaboration Bring Results !

Members have Decades of Experience with Time Tested Results

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Welcome

 

The Wealth & Business Planning Network (WBPN) was created for providing a resource for our professional members and clients use to assist our mutual clients in making informed financial decisions. Members are professional and experienced private practice Wealth Planners, CPAs, Lawyers, Investment Advisors, Trust Companies, Business and Real-Estate Brokers and Risk-Insurance Services Companies. As members, we are our clients “Financial Advocate” and fiduciary acting in their best interests resulting in saving them time, money and taxes. Areas of expertise and services include:

  • Business Continuity and Transition Planning
  • Investment Management and Consulting
  • Businesses and Real Estate Sales Consulting
  • Business and Personal tax Consulting
  • Insurance and Risk Management
  • Lending and trust/custodial services
  • Asset Protection
  • Estate, Trust and Entity planning

 

Members of the Wealth and Business Planning Network have been selected based on their competency, professionalism, high standard of quality service, access to industry-leading solutions, and a willingness to collaborate on behalf of our clients. Most importantly, the Wealth & Business Planning Network approach serves as a complimentary resource to member advisers and their existing clients and not a replacement. Ultimately, our Networks approach provides clients the peace of mind knowing that a team of highly experienced professionals are working on their behalf to manage, preserve and distribute their wealth “tax Efficiently”.
Coordinated expertise

A team of individual specialists in multiple advisory and planning disciplines available and willing to complement, our clients existing valued professional relationships already in place.

Efficient execution

experienced professionals in all disciplines that specialize in collaborating and executing solutions together.

Flexible third-party advisor participation

We are not a replacement but a complement to existing advisor relationships. It’s up to the client tothe network, are to contribute or be replace.

Coordinated Centralized Delivery

By us utilizing the endless resources and methods of communication and ability to share information that’s available to the public today, no adviser on the clients advisory team will be left out and not know what each advisor is doing.what they want most.... valuable time, money and resources so they can spend more

Decades Of Experience in Wealth and Business

 Planning

Our Planning Process

Wealth and Business Planning Process

Steps and process taken to develop and implement a personalized comprehensive Wealth and Business plan are as follows:
Step I: Acquaintance

In this initial meeting, we ask you to tell us in detail about your financial life and your Business. Your goals and lifestyle. Risks and opportunities, you foresee. We’ll want to understand your personal characteristics - your strengths and your experiences, as well as areas in which we can support you. We’ll also guide you through the documentation gathering process necessary to continue the planning process.

Step II: Discovery

Our learning continues as you provide the Financial, Tax and legal materials , personally and business, that was requested in the previous meeting. More questions, more discussion, and a deeper understanding of your resources and how we can begin to bridge them to your goals.

Step III: Validation

We present a detailed review of all the background information you provided us, so that you can validate its accuracy. This ensures a clear understanding of the assumptions we will use to move forward. Although this is a recap of information from our clients, it’s often an eye opening experience for them.

Step IV: Strategy

In this work session, we outline a strategy for helping you to achieve your business and financial goals. No delving into specific ideas or solutions yet - just a focused look at a plan to help you get to where you want to be and go. Want to make sure we are on same page and didn’t miss anything.

Step V: Observations, Recommendation & Execution

At last, we discuss specific observations and recommendations and solutions and begin implementing them. We take full responsibility for the execution, completion and follow through of our recommended solutions.

Step VI:Measure, Manage, Report and Collaborate

Once your plan is in place and all your advisors are up to speed our advisory service to you has just begun. We will continue to communicate with you and the other advisors, meet regularly, at your convenience, to review your and our progress, evaluate your current financial and business situation discuss prevailing economic, business and market conditions, and consider any necessary adjustments. Our attention to your ongoing needs is only achieved when we have access to all your updated finacial data and documents available at our fingertips.

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What do we do?

We have acquired expertise and developed processes to make the complex world of wealth accumulation, management, preservation and distribution simpler.

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Why do we do what we do?

As our clients aged and their wealth grew so did their need for objective, experienced advice to help them make informed financial decisions. What other professions besides physicians have such an important responsibility that can affect their lives more then our members. That is what drives us to be the best at what we do. Its not the money but it’s the responsibility and desirable outcomes we look for that motivates us to make a difference.

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Who we do it for?

High Net Worth families and affluent closely held business owners, highly compensated executives, professionals and retirees

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What makes us different?

Our Collaborative Process, experience, expertise, true objectivity and creative solutions with attention to detail