fusion of guiding beliefs

the ethos concept

What is The Ethos Concept?

A Transformative Formula

OUR ETHOS  +  YOUR ETHOS  =  "Planning Alpha"

our ethos

+

your ethos

=

"planning alpha"

Our Ethos describes our guiding beliefs that distinguish us and reflect our core values of respect, integrity, service and excellence which are deeply rooted in our vision and our philosophy and are put into action by our approach to serving our clients and our efforts to fulfill our mission of providing you and your loved ones with the ultimate platform for protection and prosperity.

A critical part of our ethos is infusing each client’s unique ethos into the DNA of their planning. We go beyond the law and develop ultra-personalized plans that are engineered to incorporate your guiding beliefs, including your values, hopes, dreams and aspirations to achieve your deepest wishes for yourself and your loved ones that go beyond the protection and prosperity that purely legal strategies can provide.

“Planning Alpha” is our term for planning that outperforms. This is what we call the powerful and transformative result that is produced by fusing our ethos with your ethos in a way that produces an ultra-personalized plan which has its own unique ethos that is purposefully designed to fulfill your deepest wishes for the well-being of yourself and your loved ones precisely as you intend.

our ethos

Our Ethos describes our guiding beliefs that distinguish us and reflect our core values of respect, integrity, service and excellence which are deeply rooted in our vision and our philosophy and are put into action by our approach to serving our clients and our efforts to fulfill our mission of providing you and your loved ones with the ultimate platform for protection and prosperity.

+ your ethos

A critical part of our ethos is infusing each client's unique ethos into their plan. We go beyond the law and develop an ultra-personalized plan that is engineered to incorporate your guiding beliefs, including your values, hopes, dreams and aspirations to achieve your true wishes for yourself and your loved ones that go beyond the protection and prosperity that purely legal strategies can provide.

= "planning alpha"

"Planning Alpha" is our term for planning that outperforms. This is what we call the powerful and transformative result that is produced by fusing our ethos with your ethos in a way that produces an ultra personalized plan which has its own unique ethos that is purposefully designed to carry out your wishes for the well-being of you and your loved ones precisely as you intend.

our ethos

Our Guiding Beliefs

character

The name Ethos is a Greek word meaning “character” that is used to describe guiding beliefs or ideals; and the balance between caution and passion. The Ethos Concept fuses our passion for producing optimal outcomes with your guiding beliefs for “Planning Alpha.”

passion

We are fueled by a passion for excellence that inspires creativity and innovation. We are equally balanced with a healthy dose of caution that ensures reliability and legal compliance. This balance of passion for innovation and caution to ensure reliability produces optimal outcomes.

infusion

The Ethos Concept is infused in our DNA and pervades everything we do. A core component is to infuse your ethos into the DNA of your planning. Whether we are helping our clients with saving taxes, estate planning, asset protection planning, business succession planning, or other matters, The Ethos Concept is infused in everything we do.

your ethos

Your Guiding Beliefs

values

What are your core values that guide your actions and decisions? Do you have  important philosophies about certain aspects of life? And how do you want your values to impact and influence your loved ones?

beliefs

What passionate beliefs do you have? What are they about? Money, family traditions, religion, politics? Which beliefs impact your relationships with your loved ones? How do you want your beliefs integrated into your estate planning? How do you want to be remembered?

wishes

What are your hopes, dreams and aspirations for your life? What kind of generational impact do you want to have on your children, grandchildren and future generations?

planning alpha

Planning that Outperforms

OUR ETHOS  +  YOUR ETHOS  =  "Planning Alpha"

wealth creation

+

ethos infusion

=

wealth preservation

Wealth creation involves not only making money by earning an income, but also keeping it by minimizing taxes and saving for your golden retirement years. Minimizing taxes on business income and investment income are critical keys to growing your wealth.
We view money as a means to an end. We believe that relationships are central to the human experience and that money fuels happiness by maximizing relationships, well-being and enjoyment in life. Your Ethos is central to your relationships and should ideally be centrally infused into your planning.
With many growing threats today, it is critical to protect your hard-earned money from creditors and predators. Our innovative Family Fortress System™ is purpose-built to avoid unnecessary losses.

wealth creation

Wealth creation involves not only making money by earning an income, but also keeping as much of that income as possible by minimizing taxes and saving it for rainy days and retirement years. Avoiding taxes on business income and investment income are critical keys to growing your wealth.

wealth preservation

It is not only important to create and grow wealth, but it is also critical to make sure that you do not lose your hard-earned wealth to creditors and predators. The Family Fortress System™ is our innovative asset protection system that comprehensively eliminates all of the many vunerabilities that put your money and assets at risk.

Ethos Infusion

We view money as a means to an end. We believe that relationships are central to our human experience and that money provides the fuel to maximize our relationships, well-being and enjoyment in life. Your Ethos is central to your relationships and should also be infused into your planning.

OUR ETHOS  +  YOUR ETHOS  =  "Planning Alpha"

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