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Menu of Services

 

Section A Services​

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*  Business Formation, Administrative Services, Planning, Management, and Accounting 
*  LLC, S-Corp, Sole Proprietorship, Family Limited Partnership, General Partnership, Employment Agreements       
   Buy-Sell Agreements
*  Human Resource (HR) Consulting: Employee Manual, Pre-Hire Psychological Testing for Job Fit
*  Business Insurance Consulting and Risk Management 
*  Employee Benefit Programs and Company Group Insurance â€‹â€‹
*  Retirement Plans: 401(K), Profit Sharing, Pension​, IRA, Self-Directed Retirement Plans​
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Section B Services
 
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​​* Reduce Your Visibility with the IRS!
​*  Dispute Resolution: Mediation, Arbitration, Not Litigation, Avoid Courts and Judges
*  Bullet-Proof Asset Protection: Suit-Proof Everything You Own
*  Living Trust and Will: Avoid Probate, Lawyers, Courts, and Judges. Save time, expense, and stress for your heirs
*  Collection: Recovery of Unpaid Debts​
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​Our Experience, Training, and Results

 

*   We have 30 years of experience and expertise in improving the lives and happiness of our clients!

*   We are board certified in financial wellness planning, estate planning, legal planning, and asset protection!

*   Our financial wellness planners have advanced degrees in human behavior, law, and business!​​

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​Life Counsel, Estate Planning, and Asset Protection

 

 

 

​*The Financial Wellness Plan:   How to be Invisible to the IRS and Create Financial Invisibility!

*    The Family Living Trust:   How to Avoid Probate, Courts, Judges, and Expensive Lawyers! A Will is Not Enoug

*   The  Asset Protection Plan:   How to Protect your Business, Practice, and Investmentsredators* *    The *   *  The Life * *   The Life Satisfaction Plan:   How to Create a Flourishing Life

The Master Financial Wellness Plan

The Guardian Asset Protection Plan

The Family Living Trust 

Estate Plan 

 

© 2024-25 Financial Wellness by Design

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