It's time your your Tax & Risk Physical
When is the last time your tax professional came to you with ideas to save you serious money on your taxes? Most tax people build a business around filling in boxes but we think you can do better. That process starts with our Tax & Risk Physical.
Your Tax & Risk Physical is the financial version of your annual check-up. Just like your doctor needs to ask you many questions and conduct a thorough physical examination at your annual check-up, we have a process where we analyze your situation with a holistic examination of your legal, financial, and tax strategies.
Improving your life begins with identifying areas for improvement. Your Tax & Risk Physical will reveal items in your life that are either currently wasting your money or could be a reason for disaster down the road. This diagnosis will allow you to make informed decisions for you and your loved ones moving forward. At your annual check-ups your doctor might suggest something as simple as less sodium and more steps in your day or may need to run labs to determine the true nature of a problem area. Your Tax & Risk Physical operates the same way.
The fee for a Tax & Risk Physical is $500. It is important to understand that we view the Tax & Risk Physical as a professional review of your current situation and not a sales opportunity. There are many tax people, attorneys, and financial professionals who will be glad to give your information a cursory glance in exchange for an opportunity to bring you into their business. You can be comfortable knowing that the Tax & Risk Physical is a professional appointment, not a sales meeting.
The Tax & Risk Physical will end with the identification of things you can adjust to improve your financial health without any bias that is inherent in trying to sell a particular product or solution. No financial products will be proposed as part of your Tax &Risk Physical. We will answer your questions, identify problem areas, and discuss possible ways to move forward.