Unlike other law firms, our attorneys and business strategist have over 215 years of combined experience in working with people to protect their wealth and reduce taxes. Our professionals are highly sought after to speak at conferences nationwide on a wide range of asset protection and tax planning topics. Since 1997 we have worked with tens of thousands of people, helping them make better business decisions and properly prepare to meet their goals.
Asset protection planning is not a one size fits all approach. Despite what people hear from friends or inexperienced professionals planning involves more than just creating a LLC or corporation. Proper planning requires understanding the client’s goals and business, then designing a plan that is accurate but more importantly, relevant. You have heard the idiom “you don’t know what you don’t know.” When it comes to protecting your business, real estate, wealth, or financial future, it requires working with strategist who are more than just entity planning architects, they must also understand what it takes to make your business successful. Entities and taxes must always be considered when designing an asset protection and tax plan but equally important is its impact on your business. Therefore, at Wealth FP we always look at your situation from a legal, tax, financial, and business planning perspective.