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This stage allows us to zero in on your
major concerns and define
the real problem. What worries you most?
What are the related issues? Those concerns are then addressed
by focusing on the opportunities available
to help you resolve such issues. The result is a freeing
up of resources, clearer direction, and
progress towards goals. In this phase, together we will
clearly understand your expectations of our services, and
as a team, work towards solving problems and achieving
goals.
You will receive a very important written
plan in this second phase that includes clear, understandable
explanations of structures and techniques
tailored to meet your needs. Along with the plan comes a customized
package of educational materials called the Informed Client
Package. This will further explain, in layman's terms all
recommended these structures and how they fit together to form
a solution. This package may include any or all of the following
items from WealthKeepers:
• Will / Living Trust
Controversy
• Probate
Escape
• Citadel
• Tax Slayer
• Tax Minimizer
• Tax Payer
• Income Amplifier
• Income Converter
• Beneficiary Protection
Plan
• Business Analyzer
• Tax Postponer
• Death Tax Payment
Plan
• Future Accumulation Strategy
• Worry-Free Probate Process
• Comprehensive Financial
Plan
• Financial Product Solution
(All the above items are trademarked or
servicemarked by WealthKeepers, Inc. 2004)
Following the Clear Answer stage, you will receive the WeathKeepers
Implementation Agreement, a commitment letter in which you affirm to have the written plan
put into action. The implementation plan contains specific instructions that may be completed by a qualified attorney.
In this final stage, a 3-step process carefully guides you
throughout the implementation of the plan:
• We ensure any complex
documents
are explained in plain language, understood by the client,
and then signed.
• We monitor the transfer of assets to newly formed customized entities.
• You
will participate in ongoing maintenance to ensure proper
administration of these strategies.
During these four stages, and during the ongoing maintenance
that occurs afterwards, you can expect to have all of your
questions answered as they arise. We work as a team, and your
input and understanding are essential to success!
4545
Mt. Vernon Street Houston, TX 77006 - 5815 Ph: 713
461 9699 Fx: 866 274 8369
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