The KAIZEN Financial Planning Process™

THE PRESERVING WEALTH PROGRAM™

The Preserving Wealth Program™ is designed to protect your accumulated wealth or to properly manage a windfall. Although a reasonable rate of growth is required, your emphasis has shifted to tax-efficient income and capital preservation. You want your finances to be worry-free, but with excellent reporting, since family, business, travel and/or health are your main concerns at this stage. Private money managers may be employed when it is necessary and cost effective. Key planning tools include trusts for income splitting, and Wealth Protection Planning™ for the tax-effective transfer of wealth to your heirs.

This program is most appropriate for motivated individuals or families with excellent cash flow and $1,000,000+ liquid net worth (verification required).