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Our Services

Life Partners for Success 

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It's not about your gross income,

It's your net income that truly matters!

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In today's interconnected global landscape and competitive society, this adage rings truer than ever. With combined personal and corporate tax rates soaring to 40% or 50+%, and with Congress' ceaseless spending habits, it's crucial to safeguard our financial well-being and explore avenues to secure and enrich our lives. Individuals are actively seeking legal, long-term financial solutions that facilitate significant wealth accumulation both domestically and internationally.

 

Schedule a Discussion

 

Engage in an enlightening conversation with Ms. Faulk or our top-level strategists to delve into pertinent details and explore available opportunities.

 

Consultation

 

Arrange a discreet meeting at a suitable time and location in-person or via teleconference conducive to confidential discussions. International planning discussions typically take place outside the United States.

 

Mitigating Legal Risks

 

You don't have to expose your assets or business to unnecessary legal battles. Often, there exist straightforward yet lesser-known strategies to prevent such situations.

 

Facing the Facts

 

Wealthy individuals or high-income earners are increasingly under the scrutiny of plaintiff attorneys. Many law firms routinely assess the financial standing of potential defendants before pursuing litigation. If safeguarding your assets is paramount, familiarize yourself with new strategies to ensure adequate protection for yourself and your assets. As our grandparents used to wisely say, "An ounce of prevention is worth . . ."

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Life Insurance
Offers Solutions

Estate PlanHeir™ 

  •   Design Flexibility

  •   Conflict Resolution

  •   Tax Avoidance (not Evasion)

  •   Tax Deferred Cash Value Growth

  •   Trust Substitute or In Combination with Other Strategies

  •   Privacy

  •   Asset Protection

  •   Personal Loans 

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FinanceHeir™ 

  • Investment Planning

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DivorceHeir™ 

  • Divorce Resolution

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GlobalHeir™ & ForeignHeir™ 

  • Cross Border & Foreign Nationals Pre-Immigration Planning

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MillionHeir™  

  • Survivorship Estate Planning

 

​BizHeir™ &  GrowHeir™

  • Closely Held Business Succession Planning & much more!

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