Inside The Ropes With The Pros

The View from the CEO

“We love a challenge because we realize that one size does not fit all. Tee up a case, a situation, a problem and we will handicap it for you and figure out a solution. It’s par for the course of what we do daily.”

The majority of you who read these articles and case studies are educated and experienced Financial Advisors or money pros in related fields. I will not be surprised if you have a different point of view than our authors/contributors.

This section is designed to be a “Think Tank, for Members Only to stimulate creative approaches. We give you credit for having practical experience, common sense, and above average intelligence.

You may need to bend these ideas to fit your clients’ particular profile, or you might have a different point of view due to your client’s business style or tax structure.

We love a challenge because we realize that one size does not fit all. Tee up a case, a situation, a problem and we will handicap it for you and figure out a solution. It’s par for the course of what we do daily.

Our PQ team is also acutely aware that it may require the eyes and expertise of the client’s professional advisors as well.

We welcome your, constructive critiques, feedback, opinions, and suggestions. If you have some creative ideas, complex cases, or even simple ones that you might like to share, please post them in this forum. It is a proprietary section by Invitation Only.

You may remain anonymous if you wish and alter the specific client profile for privacy. What we really want is to stimulate our member’s ability to identify similar situations in their own market.

Even posing a tough case that seems insurmountable gets our juices flowing… and I think you will agree that putting a bunch of big brains on it is better than one.

Fire away, we can take it… we are ready for you.

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

Pin It on Pinterest

Share This