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Financial Planning
In the near future, taxes are likely to go much higher for high-net-worth individuals and business owners. This may include income, capital gains, and estate taxes.
At Jay Austin Capital we use several strategies to help you build and retain wealth. These are custom-designed to increase your net worth by recapturing lost taxes and opportunity costs and to improve your outcomes by millions of dollars. Estate planning and advanced case design are among our specialties.
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Our Custom-Designed Financial Planning Services
Our approach is built around clear communication with you and coordination with your existing advisors to ensuring the best decisions are taken. This approach puts clients at ease by allowing trust to be established and goals to be reached with defined steps and realistic expectations.
- Increasing net worth by millions with no additional out of pocket expenses
- Working with, not replacing, your other existing advisors
- Tax-free income for life, including retirement planning
- Access to our network of lenders
- Premium financed life insurance
- Eliminating distribution taxes on retirement strategies
