Fact Pattern Analytics

Fact Pattern AnalyticsHow much time does it take you to do a comprehensive analysis of a complex client situation with lots of moving parts, then take into account the top five (5) goals in numerical order, and then analyze every possible combination of solutions to build the perfect solution?

What if you could outsource this exhaustive process to the very best TEAM in the country, without third party referral risk? What if you could stay in control of this process and your client, while all of this work was done behind the scenes where only you could see it until you were ready to introduce the perfect answer to the client?

Fact Pattern Analytics (FPA) offers a proprietary, patent-pending process that makes you look amazing while giving you access to the best and brightest minds who work diligently behind the scenes to bring you the very best resources or design the perfect solutions.

Whether you are trying to reduce risk, business expenses, or income and estate taxes in the most efficient way possible, FPA will help you do this efficiently while making you look amazing in the eyes of your client.

 

 

Examples of FPA Results:

Increased Income Tax Savings
Client A
$6.5 Million
Client B
$2.57 Million
Client C
$1.75 Million
Client D
$5.2 Million
Client E
$4.65 Million

 

Increased Family Wealth
Client A
$12.4 Million
Client B
$8.9 Million
Client C
$4.8 Million
Client D
$14.4 Million
Client E
$16.8 Million

 

Estate Taxes Saved
Client A
$45 Million
Client B
$10 Million
Client C
$12 Million
Client D
$18 Million
Client E
$24 Million