Michael Simms, Mba, Cvb ... Problem Solver Email & Phone Number

"Saving on Taxes" is a means to an end. As an 'Outcome-Based advisory partner" to CPAs/EAs and Accounting firms my role is to enhance the comprehensive and proactive planning process for clients' most trusted advisors. Collaboratively focusing on client outcomes utilizing a team-based approach more effectively achieves our client's business and wealth goals. Utilizing our Virtual Family Office concept, we access subject matter experts through a nationwide network of professionals focused on Tax, Risk Management, Legal, Business Advisory, and wealth preservation and management.Are you: ... Unsure that your business and/or wealth plan is disjointed and doesn't work together for your best outcome?... Frustrated with the natural conflict between your trusted CPA/EA/Accounting Team and your other trusted advisors when building and maintaining your long-term legacy plan?... Concerned that you are missing something in your overall legacy/business planning because none of your trusted advisors work together?Perhaps we should schedule 15 minutes to get acquainted so that I can share a 'Blue Ocean' process that delivers comprehensive and proactive strategies that yield real results.Here is my calendar link: www.calendly.com/michaels-vfs

Listed skills include Leadership, Management, Team Building, Business Development, and 11 others.