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Wealth Preservation Solutions

360 Wealth Management

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Estate Planning and Asset Protection

Wealth Preservation Solutions Planning Process

Our Estate Planning Process

Our Estate Planning process is straightforward. First, we gain an understanding of your objectives, comfort zone and time horizon. We then put together an overall game plan. Once the plan is implemented, we meet with you regularly to make any adjustments or updates needed and to help you keep your plan on track.

  1. 1Confidential Fact Finder

    Get to know you

    • Gather Information
    • Establish Objectives
    • Sign Agreement

  2. 2Candid Snapshot

    Learn more about our complimentary Candid Snapshot

    Determine where you are today

    • Develop a picture of your current situation
    • Make observations
    • Identify issues and problems

  3. 3Wealth Preservation Blueprint

    Design your plan

    • Consider all alternatives
    • Select the strategies

  4. 4Implementation

    Put your plan into place

    • Execute Legal Documents
    • Implement Financial Strategies

  5. 5Completed Plan

    Assemble all documents in one place

    • Prepare Document Binder
    • Create Implementation Summary

  6. 6Annual Review

    Keep your plan on track

    • Conduct periodic reviews
    • Incorporate changes in tax law
    • Identify changes in your situation
    • Update strategies