Is simpler and less expensive than a Comprehensive Plan
Some clients want to integrate a tactical plan into their existing plan. When given this opportunity, we show how our wealth planning process allows you to optimize your plan by using our sophisticated CASE optimization software to combine all tools on a single flow chart. We provide up to 100 pages of supporting documents to explain the flow chart. We summarize the whole plan with a bar chart showing how the new plan provides greater tax savings, larger transfers to heirs, bigger charitable gifts, or other benefits not available with your existing plan.
Note: The Executive Summary Plan does not have the year-by-year cash flows. You must upgrade to the comprehensive plan if interested in the annual cash flow summaries.