Interested in receiving an Audit of your Portfolio?

Mr. Allen has been kind enough to offer a complementary portfolio audit for those who qualify. You must have a personal net worth in excess of six hundred thousand dollars ($600,000) with investable assets of at least five hundred thousand dollars ($500,000) in order to be eligible for this service.

This portfolio audit is a comprehensive personalized offering that will help you manage the complex financial issues associated with your investment plan and your wealth.

Allocating your assets is a crucial component of the wealth management process. Following a disciplined wealth management strategy will help you to preserve, grow and build your wealth. This portfolio audit and wealth assessment report will assist you to:

• Discover opportunities to improve the overall balance of risk and return in your portfolio while better positioning yourself to achieve your goals.

• Determine if you need to reallocate your assets in an efficient manner.

• Determine if you are taking the amount of risk that you think you are and that you are comfortable with.

• Simply manage all of your accounts to maintain an overall balance of risk and return.

• Address the often overlooked risk of concentrated positions you may hold and what you can do about it.

• Identify unnecessary or unwanted overlap of investment assets, classes, size and style that may lead to large swings in performance or unseen risk.

He will only take so many of these requests and on a first-come first-served basis. He asked us to let you know that he apologizes in advance that he can't accommodate everyone, but he only has so much time available.

So if you meet the qualifications, complete your request for your own complimentary portfolio audit below:

( This offering is provided as a courtesy to a limited number of clients of Building Wealth Success Co. on a complementary basis. The service and reports are provided directly by Mr. Allen and his private team of Wealth Management Advisors. Mr. Allen and his team are affiliated and doing business through the Private Client Group at Merrill Lynch. )

If you are interested in additional high net worth planning resources available from Mr. Allen, please take a look at these other outstanding qualified offerings:

Platinum Plus Premier Wealth Plan
Premier Wealth Planning for High Net Worth
Individuals, Families & Their Businesses

This Premier Wealth Planning service is offered only to those who qualify. You must have a personal net worth in excess of five million dollars ($5,000,000) with investable assets of at least one million dollars ($1,000,000) in order to be eligible for this service.

This service is a comprehensive personalized offering that will help you, the high net worth client, manage your complex financial issues associated with substantial wealth.

An in-depth review session is conducted to identify, gather and organize the financial documents and information necessary to review your financial goals, needs and desires. Your goals, needs and desires are what's really important when developing customized financial strategies suitable for you. You get your very own dedicated financial planning relationship manager to assist you in the preparation, review and implementation of your plan.

In addition to the written plan, you will receive a personalized review session to assess where you are in relationship to where you want to go. You can then discuss alternative strategies, models and solutions and move to implement the most appropriate solutions for you.

You are also provided with a quick reference executive summary for those who prefer the big picture rather than comprehensive details.

Here are just some of the benefits you will receive:

• Gain a comprehensive understanding of your overall financial situation through detailed financial illustrations and advanced modeling.

• Manage the seen and unseen risks associated with wealth and your investments.

• Meet lifetime cash flow needs so you have ample liquidity, flexibility and efficiency without running out of money.

• Determine if you are on course to meet your Retirement and Financial Independence objectives.

• Explore strategies that will help you attain the lifestyle you desire through the use of advanced modeling, probability analysis and Monte Carlo simulations.

• Identify appropriate strategies for estate planning and wealth transfer while minimizing taxes and expenses so that more of your wealth goes where you want it to. Alternative Strategies for accomplishing your estate planning goals may include:

  • Asset Titling & Re-Titling

  • Beneficiary Designations

  • Wills, Trusts, Powers of Attorney & Living Wills

  • Estate Tax Reduction & Minimization Strategies

  • Credit Shelter Trusts

  • Living Trusts

  • ILITs - Irrevocable Life Insurance Trusts

  • Family Trusts

  • Generation Skipping Trusts

  • QTIP Trusts - Qualified Terminable Interest Trusts

  • GRATs - Grantor Retained Annuity Trusts

  • QPRTs - Qualified Personal Residence Trusts

  • Estate Replacement Strategies

  • Philanthropic Gifting Strategies

  • CRTs - Charitable Remainder Trusts

  • CLTs - Charitable Lead Trusts

  • Family or Private Foundations

  • …too many others to list here

• Review concentrated investment positions and address any excessive risk resulting from them. Assess diversification, liquidity and hedging strategies to appropriately address portfolio risk and help you better achieve your goals.

• Review stock options along with appropriate exercise, funding and disposition strategies geared to accomplishing your goals.

• Review your personal net worth by assessing where your wealth is today and where it may take you in the future based upon your current financial behavior and consumption patterns.

• Assess your current tax liabilities and identify tax-saving strategies that you may implement to reduce your tax bill and keep more of your overall wealth.

• Determine the most efficient method of funding an education for your loved ones without unnecessarily losing important benefits that may be available.

• Review your portfolio and investment strategy for the right mix of investments, risk, diversity and alternative investment strategies after considering your tolerance for risk and your time horizons.

• Discover a systematic way to manage your wealth, measure your success and make appropriate adjustments as necessary.

• Preserve and protect your assets from pre-mature depletion. Learn how to preserve your family's financial security in the event of a death, disability or long term care need.

• This Premier Wealth Planning service offers you written illustrations covering your personal net worth, income taxes, estate taxes, financial independence and retirement needs, the needs of your surviving spouse, children or other family members if something were to happen to you, your long term care protection, an analysis of your assets, accounts and holdings making up your overall investment portfolio and philanthropic or charitable gifting strategies you may wish to enhance or put into place.

• A summary of the Premier Wealth Planning Service:

The Premier Wealth Planning Service
Here are just some of the issues you can address:

Please Submit Your Request For An Application For The Platinum Plus Premier Wealth Plan Bound Written Analysis & Reports $4999.00 Your First Name Your Primary Email (We respect your email privacy)

• Manage the complex issues associated with your substantial wealth

• Identify, gather and organize your financial documents & information

• Review your financial goals, objectives, needs and desires

• Dedicated personal financial relationship manager and guide

• Multiple strategies, models and solutions designed specifically for you

• Implementation with On Track Modeling & Measurement

• Executive Summary

• Personal Review and Action Plan

Platinum Level Financial Foundation
Your Blueprint for Success - Financial Foundation Report

This Platinum Level Financial Foundation service is offered only to those who qualify. You must have a personal net worth in excess of seven hundred fifty thousand dollars ($750,000) with investable assets of at least five hundred thousand dollars ($500,000) in order to be eligible for this service.

This service is a comprehensive personalized offering that will help you manage the complex financial issues associated with your wealth.

If you want an in-depth understanding of your financial situation so you'll be better able to identify opportunities, address challenges and take control of your finances, then this Platinum Level Financial Foundation option is for you.

We will create a comprehensive written plan that will serve as your blueprint. Imagine addressing all your financial goals and objectives in a coordinated manner. Enhance your ability to build, manage, grow and preserve your wealth over the long term.

Your blueprint is a comprehensive written analysis that will reveal the secrets to:

• Address key aspects of your financial situation so you can develop and implement planning strategies appropriate for achieving your financial objectives.

• Assess your current financial position, including your net worth, cash flow needs and potential income and estate tax liabilities.

• Consider both short and long range goals such as reducing taxes, increasing retirement funds or developing an estate plan while you evaluate your entire financial picture all at one time.

• Identify coordinated strategies for addressing each of your goals and objectives.

• Determine your tolerance toward investment risk and provide asset class and size and style recommendations.

• Respond effectively to ongoing changes in market conditions or changes in your personal circumstances or needs.

• Review your Net Worth by assessing where you are today through a snapshot of your overall assets and liabilities and projecting where you may be in the future based upon your current saving and spending patterns.

• Explore strategies that will help you attain the financially independent lifestyle you desire. Identify your Retirement or Financial Independence goals and determine if you are on course to meet your objectives.

• Assess your current tax liabilities and identify tax-saving strategies that you may implement to reduce your tax bill and keep more of your own money in your pocket.

• Determine the proper amount of funding needed to provide an education to your loved ones at a level you are comfortable with.

• Assess your current estate plan so that you can preserve the value of your estate for your heirs while passing it on efficiently and with ample liquidity to pay your final expenses.

• Review your investment strategy for the right mix of investments with the appropriate amount of diversity and asset allocation for you after considering your tolerance for risk and your time horizons. You will discover a systematic way to measure success over time and make appropriate adjustments as necessary.

• Learn how to preserve your family's financial security in the event of a death, disability or long term care need. Preserve and protect your assets from pre-mature depletion.

• In summary the Financial Foundation Report will provide you with a detailed analysis of your:

  • Net Worth

  • Cash Flow & Liability Management

  • Retirement Planning & Income

  • Survivor Income Protection

  • Education Planning & Funding

  • Tax Planning

  • Estate Planning

  • Investment Strategy & Asset Allocation

  • Income & Asset Protection

  • Disability Planning

  • Long Term Care Needs

  • Insurance Planning & Needs