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Begin with a Personal Interview (Prerequisite to engaging our consulting services) During our complimentary personal interview, Reyes Consulting must be able to determine that we can save you significantly (often 5-10 times) more in taxes than our fee while protecting your assets, increasing the value of your investments, and/or maximizing your cash flow, before our firm can move forward with you as a client. Engagement Reyes Consulting will become your financial architectural firm and design and implement a plan that helps you reach your financial goals and dreams. Comprehensive Review Reyes Consulting will conduct a complete review of your financial information, including:
Financial Architect Design and Implementation Reyes Consulting will facilitate the required implementation of time-tested, highly effective, and tax-advantaged vehicles to ensure the initial and long-term success of your customized financial plan. The design will be collaborated with your attorney, CPA, and/or other advisers Reyes Consulting deems appropriate to maximize client-desired outcomes. A financial architectural design is available for:
Financial architectural designs created by Reyes Consulting are holistic and comprehensive in nature. During the initial assessment and throughout the process, Reyes Consulting will discover and assess opportunities to provide value to the customer in all planning modules. All advice will continually be given with cash flow maximization and tax minimization in mind while assuring lifestyle.
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