BUSINESS PROTECTION PLANNING

We accomplish this in tandem with your business's risk and return profile. If, for example, you have a more unpredictable business, we accommodate this by being more conservative when building your investment portfolio. On the other hand, if your business is more predictable, there is more leeway for risk in your investment portfolio... After identifying and ranking your goals, our discovery process reviews your current situation. We analyze your business's value and also study your personal assets, liabilities, taxes, cash flows, and the financial facts important to both your business's success and the preservation of your lifestyle. Together, these two sets of information provide a comprehensive understanding of what we call the Lifestyle Planning Portals, allowing us to now advance your progress... We establish your LRB through our proprietary required rate of return (RRR) process. Each year we compare your LRB with your portfolio's actual return to ensure you are progressing in..

Primary location: Vancouver United States