A must have for entrepreneurs & business owners.
A comprehensive review of your professional & personal wealth strategy. Ensuring that your wealth plan is aligned to you and your companies goals & vision as well as evaluating your results from the prior year are crucial this time of year.
This comprehensive, expert checkup includes:
- Corporate Structure & Entity Review. Meet with my senior team to review and plan.
- Tax Review - Meet with my senior team to review the last three years of tax returns and strategize for maximum returns.
- Generational Wealth Review (trusts) - Meet with my senior team to review and plan your trust infrastructure.
BONUS #1: MASTERCLASS - How to build a wealth plan & Building Your Weatlh Cycles.
BONUS #2:1:1 Year End Review with Loral Langemeier - Loral bills out at $5,000/hour