State/Income tax reduction credits (reduce income taxes)

Pension plan & IRA maximization (reduce I.R.D. taxes)

Personal income tax reduction (deferral and discounts)

Investment loss protection (eliminate stock market loss)

Transfer tax reduction (reduce inheritance and GST tax )

Business risk reduction (protect your primary income)

Capital gains tax reduction (eliminate capital gains)

Corporate income tax reduction (deductible benefits)

CPA / Accountant
Do you provide annual corporate, estate, and/or capital gains audits? What steps has your firm taken to retain the heirs of affluent clients?

Broker Firms
Growing a client’s qualified plan assets under a combined income tax and estate tax of 70% can cause a full portfolio loss to the broker firm. What steps are your brokers taking to advise clients on future taxes?

Attorneys
What measures are in place to protect your affluent clients from the taxable inclusion of assets in their estate due to easily remedied items like beneficiaries, corporate resolutions or trust funding? Does your firm warn key clients of outdated documentation for tax law changes?

Producers
Learn how working with FFR can improve your client's financial risk ratios, and protect far more than just their bricks and mortar.

Banking Institutions
Do you provide executive benefits that will increase the bank’s future revenues (and cash liquidity), without adding long-term benefit costs? Are you aware that your bank can increase balance sheet assets, earn substantially higher interest on assets, and provide as superior stock redemption plan for successor board members in the event of transfer?