Elite Expert & EGA Speaker Discusses High Net Worth Planning Opportunities
October 2, 2021 | By Elite Resource Team
Financial Advisors
Accountants
We had an opportunity to sit down with one of Elite’s VFO Experts Aleksander Dyo to discuss his pre-tax wealth blue prints, and other planning opportunities for high income earners such as charitable gift financing. He also shares a little insight from his vantage point on what the next few years look like for planning professionals (spoiler…he’s the busiest he’s been in 17 years due to pandemic and Biden administration)!
As Aleks shared, wealthy clients are really focused on 3 core areas:
- Tax Planning
- Asset Protection
- Legacy Planning
The more value you can bring in each of these areas, the more you deserve to work with them!