Consulting for Advisors
As a member of the financial services industry for more than twenty years, Bill understands that advisors are constantly looking for the next bright marketing opportunity. However, product-oriented solutions fail to provide the type and scope of benefits high income and affluent clients need.
Because of Bill's unique perspective and familiarity accumulated over more than twenty years, he offers solutions on diverse issues for business owners, professionals and affluent clients rarely found in the advisory community.
His knowledge and experience encompass a breadth of issues including:
- Pensions and Carve-Out Plans for Owners and Professionals: owner and professional benefit pension plans offer $80,000 to $350,000 in new contributions and deductions annually accelerating wealth creation.
- Appropriate and Legal Use of Welfare Benefit Plans: deducting future expenses on a current basis provides an excellent cash management opportunity.
- Productivity Profitability: Converting Expenses Back Into Profits - How simple procedures will capture lost productivity that equals dollars in your pocket without working harder.
- Utilizing Entity Structures: How multiple entities and the appropriate use and selection of entities manage risk in the simplest way and provides current and future benefits.
- International Financial Strategies: for those clients considering retirement, or who want to secure large investment accounts, now is the time to consider international diversity.
- Capital creation, protection and preservation strategies on the sale or purchase of a business or a practice: it's more than just listing and selling a business.
- Addressing privacy issues: if privacy is important, then this underlying issue may influence strategic opportunities.
Bill's book, "It's Your Money" is a highly recommended tool for client presentations. Bill sheds light on previously never before discussed concepts outside the accounting profession's familiarity. Readers will appreciate how Bill is holding the accounting industry responsible for routinely prematurely dismissing many beneficial opportunities unbeknownst to their clients. Your clients will gain new insight into how best to utilize their CPA's talent while leaving the gate open for new opportunities and benefits they never knew existed. Bill Faiferlick is an excellent independent resource to quote from or utilize if you have clients or qualified prospects that would benefit from innovative ideas.
The concerns and needs of individuals with high incomes or accumulated wealth need competent experienced consultation.
For more information on consulting with Bill Faiferlick on comprehensive financial strategies to create, preserve, and retain wealth in these turbulent and unpredictable times for your clients or prospects, call Bill Faiferlick at 425-743-1291 or fill out the Contact Us form.