Xspology.com, an Atlanta based firm is teaching financial advisor how to give away estate planning and tax management service to their clients free of charge.
September 18, 2006 (Press Release) --
Atlanta-based Xspology.com announces today the launch of a groundbreaking range of free financial services for the everyday investors. Starting today the everyday investor will be eligible for the same free of charge asset protection and tax management services, which was previously reserved exclusively for wealthy investors.
Bobby Ellis, Xspology.com CEO, said: “For the first time ever investors are getting something in return from their financial planner beside advices. In today world, there are so many financial advisors who take, takes, takes and never give in return. Well expectations and market demands are changing that. Our financial planning clients have started offering their clients asset protection with free wills and tax management service regardless of investable assets with their firm.”
In today world, protection is more important that ever. With over 48 million baby boomers planning to retire in the 10 years and with 30 million seniors already retired there is an estimated 32.2 trillion dollars at stake that will transfer hands in the next 15 years.
The only way for investors to protect their assets and successfully transfer them to thier family is through good estate planning, which starts with a will. At our nation current condition only 12% of seniors have an up-to-date will in place. An updated will is absolutely vital, because over 40% of estates are contested in America according to US Census Bureau.
Another factor that should be just as important to investors is taxes. Last year investors paid over 131 million dollars in taxes from capital gains, early withdrawal penalty, and poor planning. According to the Department of Treasury capital gains taxes are up from 12 and 28 million dollars in 1980 and 1990 respectively. That’s a 233% increase from 1980 to 1990 and 1,091% percent increase from 1990 and 2000. With this trend expected to continue, the average investors would be wise to follow their wealthy investor’s strategy and starting managing their tax burden. Otherwise, they will be paying $0.46 in taxes on each dollar their investment earn.
Historically, only affluent investors with assets over $20 million were giving to tax management and estate planning services free of charge. With Xspology.com coaching advisors on how to implement these services free of charge, there are no losers. Advisors are getting more clients and investors are getting more bangs for their investment buck.
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About Xspology.com Inc.
Xspology.com is an executive coaching firm located in Atlanta, Georgia whose service specializes in creating optimization processes and marketing strategies for financial and investment advisors. Advisors can download 10 sample strategic marketing and optimization reports at Xspology.com. Investors can also contact at them at (404) 964-2927 if they need to referrals to participating advisors or to have Xspology contact their current investment advisor for participation.
For further information contact:
Bobby Ellis, President and CEO,
Phone: (404) 964-2927
Xspology.com
Bobby Ellis, Xspology.com CEO, said: “For the first time ever investors are getting something in return from their financial planner beside advices. In today world, there are so many financial advisors who take, takes, takes and never give in return. Well expectations and market demands are changing that. Our financial planning clients have started offering their clients asset protection with free wills and tax management service regardless of investable assets with their firm.”
In today world, protection is more important that ever. With over 48 million baby boomers planning to retire in the 10 years and with 30 million seniors already retired there is an estimated 32.2 trillion dollars at stake that will transfer hands in the next 15 years.
The only way for investors to protect their assets and successfully transfer them to thier family is through good estate planning, which starts with a will. At our nation current condition only 12% of seniors have an up-to-date will in place. An updated will is absolutely vital, because over 40% of estates are contested in America according to US Census Bureau.
Another factor that should be just as important to investors is taxes. Last year investors paid over 131 million dollars in taxes from capital gains, early withdrawal penalty, and poor planning. According to the Department of Treasury capital gains taxes are up from 12 and 28 million dollars in 1980 and 1990 respectively. That’s a 233% increase from 1980 to 1990 and 1,091% percent increase from 1990 and 2000. With this trend expected to continue, the average investors would be wise to follow their wealthy investor’s strategy and starting managing their tax burden. Otherwise, they will be paying $0.46 in taxes on each dollar their investment earn.
Historically, only affluent investors with assets over $20 million were giving to tax management and estate planning services free of charge. With Xspology.com coaching advisors on how to implement these services free of charge, there are no losers. Advisors are getting more clients and investors are getting more bangs for their investment buck.
###
About Xspology.com Inc.
Xspology.com is an executive coaching firm located in Atlanta, Georgia whose service specializes in creating optimization processes and marketing strategies for financial and investment advisors. Advisors can download 10 sample strategic marketing and optimization reports at Xspology.com. Investors can also contact at them at (404) 964-2927 if they need to referrals to participating advisors or to have Xspology contact their current investment advisor for participation.
For further information contact:
Bobby Ellis, President and CEO,
Phone: (404) 964-2927
Xspology.com
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