The family that plans together, works together in building wealth, and plays together in enjoying wealth must focus on the challenge. Proper structuring of entities to minimize the tax bite, to maximize protective legal security and to engage top managerial talent is the work of professionals in financial management. My recommendation is to begin at the top with Kristin Litts at Wealth Management Consultants, advising your family in its beginning steps. Guidance will continue as the themes of your design unfold. The first step is always the beginning, and is energized by the resolve that your family will prosper.
– Dr. & Mrs. John A. McRae
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I contracted with Wealth Management Consultants over three years ago in 2006, and they have become an integral part of every aspect of my practice. I searched for many years for anyone who could find me some tax relief and help structure myself so that my assets are protected and help me plan for my eventual retirement. As a result of their expertise and tireless efforts working with me and my wife Janet, my CPA, and other professionals, my effective tax rates have been legally reduced to 8% from 33% through sound asset protection and tax planning. I have been able to divert the extra cash flow into growing my practice and eventually sound retirement planning. I plan on remaining a lifetime client and I have referred them to many of my colleagues.
– Dr. & Mrs. Mark K. Werking
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