An Introduction to The Academy Method™
The Academy Method™ refers simply to the separation of planning issues into ten categories:
Income Tax Planning
Income Tax and Estate Tax Planning
Tax-Advantaged Investing
Charitable Planning
Trust Services
Tax-Advantaged Investing
Charitable Planning
Trust Services
Investment Planning
Integrated Asset Allocation and Portfolio Design
Customized Asset Management Programs
Diversification Strategies
Alternative Investments
Customized Asset Management Programs
Diversification Strategies
Alternative Investments
Retirement Planning
IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance
Disability and Income Protection
Long-Term Care
Disability Protection
Income Replacement
Creditor Protection
Disability Protection
Income Replacement
Creditor Protection
Insurance and Asset Protection
Life Insurance Analysis and Design
Long-Term Care
Disability Protection
Long-Term Care
Disability Protection
Estate Planning
Wealth Transfer and Tax Reduction
Charitable Giving
Trust Services
Charitable Giving
Trust Services
Business Planning
Business Succession
Buy-Sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention
Buy-Sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention
Education Planning
Coverdell Education Savings Accounts
529 College Savings Plans
Uniform Gift to Minors Act/
Uniform Transfers to Minors Act Accounts
Trust Services
529 College Savings Plans
Uniform Gift to Minors Act/
Uniform Transfers to Minors Act Accounts
Trust Services
Debt Management
Creditor Protection
Efficient Credit Management
Efficient Credit Management
Special Situations
Divorce
Incapacity and Control of Assets
Incapacity and Control of Assets
The Academy Method™ makes possible and orderly progression through the myriad of planning issues that face our clients. The Academy Method™ is not a statement of what is most important, nor is it a canned sales system designed to sell a particular product. The Academy Method™ is simply a sequential order of addressing the issues without assigning importance. We help you determine the importance and weight given to each category to be addressed in the implementation of the plan.