1) "What benefits can you actually provide for my clients?"
The most important features we provide are: Cash Flow: Maintained or increased. Control: For the senior family members. Tax Savings: Saving (and/or deferring) taxes, including income, Capital gains, gift and estate taxes. Flexibility: Maintaining maximum flexibility to react to changing family needs, economic situations and tax and other law changes. Creditor Protection: Protecting family wealth from divorce, accidents and other potential problems.
2) "How does Sheridan Wealth Advisors add revenue to an advisors bottom line?"
There are numerous factors that allow us to grow your business. Clients will approve more work due to our proprietary financial modeling and powerful multi-media presentations. Call us for specifics of how we can assist your firm.
3) "Which trusts do you suggest to your clients?"
We use every type of IRS-approved strategy and have the expertise to blend various advanced techniques together for added benefits.
4) "Who is your typical client?"
To benefit from our estate planning strategies, a typical client would be between the ages 55-80, with a net worth of over $10 million. We work with people who are interested in eliminating their estate taxes and want to improve their current situation.
5) "Do you manage money?"
No. We do not manage money, but we can introduce clients to successful and fully vetted experts in the field.
6) "What do I do if I have one idea and you suggest another?"
We do exhaustive financial modeling when comparing tools and techniques. We only share ideas with your clients once everyone on the team is in agreement and support the entire estate plan.
7) "What size firms do you work with?"
We have working relationships with some of the largest banks, accounting and law firms in the Country. We also work with many smaller, independent firms.