Missing Piece

The “missing piece” in many plans:

E613-PitchDeck_0018 graphWe find that families think they and their advisors have done everything that can be done to plan their future

Four factors that can typically limit their results:

  • A lack of Clarity on goals
  • A lack of Collaboration among advisors
  • A lack of Coordination with a biblical worldview
  • A lack of Completion of planning strategies

These factors can potentially lead to missed opportunities and leverage as the planning pieces come together.  

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Clarity of Purpose + Great Capacity + Coordinated Creative Planning = Phenomenal Results

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  • It can eliminate estate and capital gains taxes and reduce annual income taxes.
  • It can ensure that you can maintain your current lifestyle.
  • It can pass on an appropriate inheritance to heirs who are prepared to receive it.
  • It can increase your giving to ministries and kingdom causes.

 

The importance of developing a
written Master Stewardship Plan
cannot be minimized.

This information is not intended to be a substitute for specific individualized tax or legal advice.
We suggest that you discuss your specific situation with a qualified tax or legal advisor.