Advanced Planning
When selecting your advisor, there are a lot of factors to consider. You want a partner who has deep industry knowledge from years of experience. You want to know that your advisor will be objective and specific to you and your needs. You'll want to connect, both professionally and personally with them. You want a team that gives you their best, every time. What it really comes down to is that you want to know that you're aligning yourself with a partner you can really trust!
Prestige Strategies, LLC is a proactive and strategic advanced planning firm. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers.
Whether you need to develop a winning retirement strategy, are making sure you’re covered for that next big life changing event or need to plan out the next expansion phase in your business, we act as your right-hand advisors every step of the way.
We will help you proactively plan out what steps you need to take to avoid financial or business problems, save you money, and lay a foundation for financial growth—both for businesses and individuals.
How To Get Started
If you’d like to receive more information about our tax preparation and planning services, please contact us to setup a quick introductory call to see how we can help you.
A basic service to address basic proactive planning needs, using Al to reduce the complex to the simple.
1 Meeting per Year Calls with Local Planning Team Experts
- No Prep Required
- Potential Grant
- Exponential Review
- CyberSecurity Review
- Business Capital Review
- Assist and Review MTP
- Assess Planning Perils
- Review Priority Achievements
- Preliminary Diagnosis of Needs
- Qualification for Advanced Planning
- Understanding TBM
- Benefits Establish Preliminary Goals
A personalized service to address the proactive and holistic planning needs and build collaboration among the local and VFO experts.
- 2 Meetings per Year
- Calls with VFO Team Experts
- Annual Virtual CPA Meeting
- Basic CIQ
- Exponential Review
- CyberSecurity Review
- Business Capital Review
- Assist and Review MTP
- Assess Planning Perils
- Review Priority
- Achievements
- Estate Planning Review
- Investment Review
- Risk Management
- Cash Flow Strategies
- Strategize Net Worth Growth
- Keep Asset Growth Target Current
- Scale the business.
- Eliminate Cyber Risk
- Assure Cash Needs
- CIQ to analyze & prioritize needs
- Access to Local team & VFO Experts
A comprehensive proactive and holistic planning service to ignite exponential growth and address complex needs though Prestige VFO Experts.
- Quarterly Meetings
- Annual Progress Review Meeting
- Calls with VFO Team Experts
- Annual CPA Meeting
- Core CIQ
- Exponential Review
- CyberSecurity Review
- Business Capital Review
- Assist and Review MTP
- Assess Planning Perils
- Review Priority
- Achievements
- Estate Planning Review
- Investment Review
- Risk Management
- Cash Flow Strategies
- Strategize Net Worth Growth
- Keep Asset Growth Target Current
- Business Diagnostics
- Business Succession
- Planning
- Staffing Analysis
- ExO Full Analysis
- Cybersecurity Pen Tests
- Scale the business.
- Eliminate Cyber Risk
- Assure Cash Needs
- CIQ to analyze & prioritize needs
- Access to Local team & VFO Experts
A sophisticated proactive and holistic planning service to address the complex needs of the multi-generational family enterprise.
- Monthly meetings
- Quarterly Progress Review meetings
- Calls with VFO Team Experts
- Semi-annual CPA meeting
- Advanced CIQ
- Exponential Review
- CyberSecurity Review
- Business Capital Review
- Assist and review MTP
- Assess Planning Perils
- Review Priority achievements
- Estate Planning Review
- Investment Review
- Risk Management
- Cash Flow Strategies
- Strategize Net Worth Growth
- Keep Asset Growth Target Current
- Business Diagnostics
- Business Succession Planning
- Staffing Analysis
- Stakeholder Team Behavior Analysis
- Values Technology Review
- Philanthropic Structure Analysis
- ExO Full Analysis
- Cybersecurity Pen Tests
- Scale the business.
- Eliminate Cyber Risk
- Assure Cash Needs
- CIQ to analyze & prioritize needs
- Access to Local team & VFO Experts