Resurgens Advisory Group, LLC
Advanced Planning Strategies
For
Tax Efficient Wealth Accumulation & Asset Protection
In today’s “state of affairs,” it seems only prudent to take steps so that you can make your investments and accumulate your wealth in the most tax efficient manner possible and to preserve your wealth with the most cost effective yet the most ironclad method available for asset protection; we call this concept “Financial Remodeling”!
Resurgens Advisory Group, LLC (Resurgens) is a boutique consulting service that provides advanced planning strategies for clients who desire:
• A Tax Efficient Wealth Development Plan for Pre-Tax and After-Tax Income
• World-Class Asset Protection
Whether you have $500,000 or $50 million, we can help. The cost of implementing these strategies is a small fraction of the tax savings. The end result of our planning is…
• Increased net worth
• Significant increase in funds available for retirement
• Peace of mind because of your investment accounts are now asset protected.
• Enhanced estate planning
• Significantly greater discretionary funds
We always work with the “current” advisors of our clients and simply introduce advanced planning methods that involve financial design and engineering that are not commonly known and used by most advisors. The advisor will then gain comfort and understanding of these strategies and can incorporate our planning tools as part of their overall plans.
Our work is client specific but a typical client would be a successful business owner or professional; a young person seeking to structure a plan to accumulate their wealth or someone who has already realized their financial success and desires to incorporate these strategies as part of their overall planning and/or estate plans; we can typically have a dramatic and positive impact. The minimum after-tax “investable” assets that we might consider is $500,000 and for our pre-tax deductions (business owners) is $100,000.
If you have an interest in learning how the application of these strategies might protect your assets and legally reduce the taxation on your pre-tax and after-tax income or if you believe the time has come for you to consider some "financial remodeling", we invite you to Contact Us to discuss your current situation and objectives.
This web site and all of its contents are for educational purposes only. All work is done subject to IRS and U.S. Treasury Department reporting requirements and filings. Treasury Department Circular 230 Disclosure: Neither Resurgens Advisory Group, LLC nor anyone associated with Resurgens Advisory Group, LLC, collectively or separately provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. In order to comply with Internal Revenue Service Circular 230 (if applicable), you are notified that any discussion of U.S. federal tax issues contained or referred to herein is not intended or written to be used, and cannot be used, for the purpose of: (A) avoiding penalties that may be imposed under the Internal Revenue Code; nor (B) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Copyright 2009-2010. Resurgens Advisory Group, LLC. All rights reserved.