How much time does it take you to do a comprehensive analysis of a complex client situation with lots of moving parts, then take into account the top five (5) goals in numerical order, and then analyze every possible combination of solutions to build the perfect solution?
What if you could outsource this exhaustive process to the very best TEAM in the country, without third-party referral risk? What if you could stay in control of this process and your client, while all of this work was done behind the scenes where only you could see it until you were ready to introduce the perfect answer to the client?
Fact Pattern Analytics (FPA) offers a proprietary, patent-pending process that makes you look amazing while giving you access to the best and brightest minds who work diligently behind the scenes to bring you the very best resources or design the perfect solutions.
Whether you are trying to reduce risk, business expenses, or income and estate taxes in the most efficient way possible, FPA will help you do this efficiently while making you look amazing in the eyes of your client.
Client A
$6.54 Million
Increased Income Tax Savings$12.45 Million
Increased Family Wealth$43.4 Million
Estate Taxes SavedClient B
$2.57 Million
Increased Income Tax Savings$8.94 Million
Increased Family Wealth$9.7 Million
Estate Taxes SavedClient C
$1.75 Million
Increased Income Tax Savings$4.78 Million
Increased Family Wealth$11.8 Million
Estate Taxes SavedClient D
$5.2 Million
Increased Income Tax Savings$14.44 Million
Increased Family Wealth$18.3 Million
Estate Taxes SavedClient E
$4.64 Million
Increased Income Tax Savings$16.75 Million
Increased Family Wealth$24.2 Million
Estate Taxes Saved
The VFOs who delivered the above solutions to their clients, were able to charge additional, project-based planning fees ranging from $20,000 to over $100,000.
The design and implementation work for these strategies was overseen by the VFO, while it was completed by VFO Hub analysts, specialists and facilitators.