WEALTH UTILIZATION ANALYSIS™
Wealth Utilization Analysis™ {WUA Plan™} is an amazing financial tool that can be adapted to many different scenarios and changing circumstances. Our founder, John J. Bowen pioneered the proprietary Wealth Utilization Analysis™ and Consulting program that allows for the customized and successful financial planning for multiple generations.
At its core, the WUA Plan™ is a strategic approach that's specifically designed to protect your assets, minimize risk and maximize tax efficiency in order to achieve your financial, personal and long-term humanitarian goals.
Our plans utilize only familiar tried and true components, the legal, tax, and practical implications of which are clearly established by ample statutory, regulatory, and judicial authorities. No offshore entities, untested components or uncertain legal arrangements are utilized.
WHAT ARE YOUR GOALS?
- Minimize Risk
- Minimize Tax Erosion
- Grow Resources Faster
- Maximize Asset Protection
- Create Revenue Stream
- Fulfill Your Charitable Vision
- Defer Income Tax For Multiple Generations
- Assure Children's Inheritance
- Defer Capital Gains Tax for Multiple Generations
- Build Multi-Generational Family Legacy
- Protect Rental, Investment and Royalty Income
- Protect from Divorce, Lawsuits and Judgements
Over time, as your assets grow or new challenges arise, a carefully structured and implemented WUA Plan™ can be your best resource at every step along the way.
Each WUA Plan™ is individually customized to meet your particular needs, current situation and ever changing circumstances. While every client is unique, all WUA Plans™ share these common features:
- Asset protection
- Control over assets / resources in the Plan
- Responsiveness to change
Through a specific group of entities designed to work together, a WUA Plan™ can maximize asset protection, defer income taxes for multiple generations, create a revenue stream and build a legacy for you and your family far greater and faster than otherwise possible. Even more amazing is the ability of that legacy to benefit multiple generations while helping you fulfill your unique charitable vision as well.
How is that possible? It's very simple... the more risk and tax efficient the WUA Plan™ is, the fewer resources are lost to unnecessary tax erosion. The fewer resources lost to risk and tax erosion, the more money can compound untaxed to build your personal, financial and charitable legacy over time.
In today's complicated world, you need a plan that is capable of addressing all its moving parts. That plan must be highly effective, highly efficient and most importantly “responsive to change”.
After all, what good is a plan if it locks you into a position that may no longer suit your needs? It’s more important than ever to have sound financial planning that will grow with you instead of against you.