Welcome to Wealth Preservation Concepts

Wealth Preservation Concepts, LLC is a life planning company that listens to a client’s goals.  We know that the best results come about when we look at more than just numbers alone.

We are collaboration specialists and information sleuths. We bring a new perspective to working together as a team combining the talents of varying professional disciplines.

Coaches and players of professional sports teams have understood how this works for a long time now.
 

 “As a player on any collaborative team, when I do my job the man or woman to my right or left can depend upon me and focus all their attention on doing their job.  This leads to a higher probability of success for everyone.”

This is the life and business philosophy we choose to bring to the table.

So what do we do at Wealth Preservation Concepts, LLC?

We facilitate a collaborative environment where family concerns, asset protection, business succession, control, tax planning, liquidity needs and philanthropic planning come together to form a cohesive, well-integrated plan.

We specialize in working collaboratively with other professionals to craft the best results for their clients.

Our services are as follows:

1.       Back Office Services for financial advisors, estate planning attorneys, CPAs and other professionals.

a.       We are available on an hourly or fixed fee basis for brainstorming and consultation;

b.      We are available to assist with marketing and presentations;

c.       We are available to review documents and existing designs;

d.      We are available to draft advanced planning documents;

e.      We are available to analyze and interpret cash flows for individuals and business transactions; and

f.        We are available to collaborate and create comprehensive life plan designs.

2.       Implementation Oversight Services for attorneys and advisors.

a.       Educate and work side-by-side with professionals to ensure proposed plans get implemented;

b.      Create outlines and accountability schedules; and

c.       Coach clients and professionals on an ongoing basis to ensure an implemented plan keeps working.

3.       Research and Litigation Support Services for attorneys and advisors.

a.       Research a client’s ability to pay insurance premiums and fees over the long haul;

b.      Analyze and interpret cash flows for individuals and businesses; and

c.       Research tough planning questions so decisions can be made.

U.S. Treasury Circular 230 requires that we advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that may be imposed upon a taxpayer. (See IRS Circular 230)