{"id":44,"date":"2022-11-17T17:33:18","date_gmt":"2022-11-17T22:33:18","guid":{"rendered":"https:\/\/tawealthplanning.com\/index.php\/benefits-to-business-owners-cepa-services\/"},"modified":"2023-05-05T14:57:15","modified_gmt":"2023-05-05T18:57:15","slug":"benefits-to-business-owners-cepa-services","status":"publish","type":"page","link":"https:\/\/tawealthplanning.com\/index.php\/benefits-to-business-owners-cepa-services\/","title":{"rendered":"No-Risk Test Drive"},"content":{"rendered":"\t\t
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Advisors can \u201ctest drive\u201d each case<\/strong>, even before involving a client. With the help of the advisor and a simple 15 question fact-finder (info the advisor knows) we can put together the specific package of customized ideas and presentation for a client, show it to the advisor and change it or cancel it before the client even knew it was a possibility. This gives the advisor a \u201cno risk\u201d way to see what we can do and what it looks like before even involving a single or specific client.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We Add Pure Value to What You Do Now -
Without Taking Away From it or Costing You Anything<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Advisors I potentially work with, typically want to know four things:<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Profit:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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How does this benefit Advisors and their Clients?<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Everything we do is focused on helping advisors earn, win, find, build and grow HNW Clients & AUM. Everything from the products, tools and strategies we use, to the partners and expertise we employ, everything is focused on achieving that goal.<\/p>

Tax Advantaged Wealth planning dramatically helps HNW clients save money, greatly improve their financial outcomes and mitigate big problems that both Clients and Prospective Clients really want solved for themselves and their families.<\/p>

In short, we help advisors significantly grow their business and income and we help clients save money on taxes and greatly improve their financial outcomes at no cost, cut or take away from either the advisor or the client.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Process:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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What does working with us look like and entail?<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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First: we help do all the work for the Advisor (preparation, presentation, paperwork and more) so it doesn\u2019t take away from what the Advisor does now.<\/p>

Second: our methodology is designed to be simple, easy to use and effective. We have a simple 3 step process that involves: 1. Exploring the Possibilities, 2. Identifying the Realities and 3. Presenting and Providing the right customized solutions for each identified client.<\/p>

Third: Advisors can \u201ctest drive\u201d each case, even before involving a client. With the help of the advisor and a simple 15 question fact-finder (info the advisor knows) we can put together the specific package of customized ideas and presentation for a client, show it to the advisor and change it or cancel it before the client even knew it was a possibility. This gives the advisor a \u201cno risk\u201d way to see what we can do and what it looks like before even involving a single or specific client.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Price:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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What is the cost?<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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There is no cost for our services to either the Advisor or the Client. We get paid by elite third parties from an EXTRA amount they are willing to pay for getting larger volumes of business through us.<\/p>

The Advisor makes the same and full amount they would make if they did the same thing on their own without our help and it is very lucrative for them.<\/p>

The Client gets elite value from elite products, elite prices, elite customized tax-saving strategies and elite expertise.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Proof: <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Does it work?<\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Yes. We work with literally hundreds of Premier Financial Advisors from all over the country in some of the biggest and most well known firms in the nation. In fact, we are able to provide the \u201cno cost\u201d value to the advisor and client, precisely because of how successful we are.<\/p>

For example, for our powerful tax-saving strategies: we use many different tools including Trusts, Roth IRAs, Institutional Products etc. – In life insurance alone, our group does over 800 million per year in target premium! This allows us to go to the elite carriers, for example, and have them – pay us from an extra amount they are more than willing to pay for the large volume of business they get through us (and that becomes our portion). And it allows them to pay the advisor the same pay they would make on their own, and provide the client with the carriers, best products, access, prices and more.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Advisors can \u201ctest drive\u201d each case, even before involving a client. With the help of the advisor and a simple 15 question fact-finder (info the advisor knows) we can put together the specific package of customized ideas and presentation for a client, show it to the advisor and change it or cancel it before the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-44","page","type-page","status-publish","hentry"],"yoast_head":"\nNo-Risk Test Drive - Tax Advantaged Wealth Planning<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tawealthplanning.com\/index.php\/benefits-to-business-owners-cepa-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"No-Risk Test Drive - Tax Advantaged Wealth Planning\" \/>\n<meta property=\"og:description\" content=\"Advisors can \u201ctest drive\u201d each case, even before involving a client. 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