First Financial Resources

Solution Sets

ASSET PROTECTION		RISK REDUCTION		LIQUIDITY PLANNING
Corporate Sentinel Protect your company from the loss of key executive personnel. Family Business Shield Protect your family business from losses from unwarranted litigation. Attorney’s Almanac Protect your practice against the 7 most common planning design flaws. Broker’s Bailiwick Protect your firm against qualified plan or IRA errors and omissions. CPA Security System Protect your firm against litigation of estate or GSTT audits from any possibility of disgruntled heirs.		Income Protection Pro Reduce income losses and taxation (for high wage earners). Appreciation Padlock Reduce capital gains on many highly appreciated assets. Sell-A-Business System Analyze the best tax strategy for selling your business. Fortune Financial Review Compare the best deferred compensation plan (corporate or bank-owned), against any current or proposed non-qualified plan. Transfer Tax Toolbox Reduce estate, gift, and transfer taxes for affluent families.		Advisor’s SAFE Plan Provide the firm’s partners with tax-free retirement benefits. Partner’s Protection Plan Limit future buy-sell risks against any funding shortfalls. Pension Retention Pro Compare a true economic model of IRA stretch-outs vs. recent IRA income enhancement options. Savings Tax-Back System Guaranteed return of principal plus transfer taxes due. Recession/Succession ToolKit Provide emergency cash flow with a zero net cost.