Planners

Your Planners can serve you by developing a variety of different planning documents.

In most cases, they will work with the wealth counselor or analyst to create a Value Proposition Letter. The VPL helps you evaluate the costs and benefits of preparing either a simple tactical plan or a comprehensive plan. We provide a grid showing by how much you can lower your tax bill and increase transfers to heirs or charity.

Bar Chart and Flow Chart from
a Comprehensive Plan