Our work in action
"In The Wild, Wild West of Taxes-We Wear The White Hat"
Are you paying over $100K in income taxes?
What if there were a charitable deduction that could cut your tax bill almost in half?
Selling a Business or Highly Appreciated Real Estate?
What if you could push the tax bill down the road 30 years and keep that sum growing instead?
Every business self- insures the risk. What if you could cover those risks in a tax-advantaged way?
What if you could form your own insurance company to cover risk in your primary business and possibly receive substantial economic benefits for it!
Have you purchased or expanded commercial real estate recently?
Did you know there is a way to generate large deductions from that property to reduce your taxes now and for the next five or six years?
What if you could do well by doing good?
What if there were a way to give away an asset to the charity and create a tax-free income source for yourself at the same time?
Happen to work for a public company at some time and still have their stock in your retirement plan?
What if there were a way to increase the after-tax cash flow from the stock in your retirement by 35-50%?
Live in a home worth over $2 Million?
Did you know there could be a way to get back substantial deductions lost to the new cap on State & Local SALT taxes and more?
Roughly five years from retirement?
What if there were a tax-efficient and economical way to make your 401K assets tax free in retirement? Do any of us know what taxes will look like ten years from now with this deficit? Tax-free is tax-free, and we all need all we can get.
At Comprehensive Wealth Advisors, LLC, we don't think outside the box. We own the box! The box of great ideas for those getting beaten up by taxes and who need a break. We're here to serve, and we wear the white hat... Give us a call, set a time, and come in for a complimentary one-hour introductory meeting.. You'll be glad you did…
“My goal of increasing my personal and family wealth has been accomplished.”
Strategy Client | August 2018
Here is what our typical client would expect to experience
Flow
ONce you have experienced a COMPLIMENTARY one hour consultation and it is evident that we can be of assistance, the work flow would look similar to this;
DISCOVERY:
Our process begins with a Discovery meeting in which the Comprehensive Wealth team meets with you and any involved intermediaries.
ASSESSMENT:
The team applies a Comprehensive Wealth analysis to all aspects of your individual situation revolving around: investments, taxes, real estate, and estate plan. Your point of contact going forward from here will be at least two members of the Comprehensive Wealth team whose expertise most directly alines to your specific needs.
STRATEGY:
Based upon the in depth discovery results, we create a strategy for converting potentially lost wealth due to taxation into future opportunities to enhance your personal and family wealth.
EXECUTION:
The Comprehensive Wealth team works closely with you and any of your other team members to implement and monitor the outcome of the strategies adopted.
Getting to Know you
Tell us a little bit more about you and your current circumstances. Below is a form that is designed to allow us to get to know more detailed information. Once the form is submitted, it will be reviewed by our team and we will get back with you with regards to the next steps.
Qualify
