Pathfinder Coaching
By coming to this site you have taken one of the first steps on your road to building and protecting your wealth for generations to come.
As you may have already read on this site, or heard me say in my live teleseminars and seminars, Pathfinder is NOT about setting you up in a corporation and sending you on your way. There are hundreds of services out there who will do that. They will gladly accept your money for services and entities you may or may not need, and then leave you just when you need them most... when the real work of managing and maintaining your entity begins.
If this is the kind of service you were looking for, we will be happy to refer you to such a service. However if you are interested in getting set up in the correct entity the first time, and/or receiving the maximum benefits from your corporation or LLC, you must participate in our program.
Coaching Benefits Include:
- Slashing your Income Taxes by 50% to 70% every year
- Protecting Your Assets from Litigation (The average American is sued 3 times in his\her lifetime)
- Maintaining Your Personal Privacy so the bad guys can't find your assets
- Dramatically Increasing Your Wealth by retaining more of your money and putting it back to work for you, instead of Uncle Sam
- Why everyone needs an entity structure and the power of documentation
Choose A Program To Learn More
Diamond Program Details
I am very excited to share with you a program we have developed, called the Diamond Coaching Program. This program is one of our most comprehensive tax, entity, asset protection, wealth building, estate planning, and asset succession programs that Pathfinder provides.
The Diamond Program is designed for high net-worth individuals, committed to producing results in terms of bullet-proofing their assets, minimizing their taxes and getting their estate planning in order . We will analyze and recommend the best retirement planning vehicles for your circumstances and needs. In addition, we will provide an estate planning trust, which will reduce your estate taxes , give you continued control over your assets, protect your privacy and provide for asset succession .
In the Diamond Coaching Program , your Coaching team will formulate and show you specifically how to implement an effective plan to:
a) Reduce Taxes to a legal minimum
b) Protect your business and personal assets from unnecessary loss
c) Utilize appropriate entity structuring
d) Provide you with the set up of the appropriate entities as necessary
e) Recommend a sound business structure to become audit-proof
The Diamond Program is an aggressive 2 to 4 month program designed for our high level students who are looking for results in terms of tax savings, asset protection and much more....
This aggressive program includes the following:
* A team of 2 Pathfinder Certified Coaches , including at least 1 CPA or an Attorney , who will work directly with you in analyzing your current situation. They will design and customize a wealth plan based on your personal needs and goals.
* Bi-Weekly Teleclasses with question & answer sessions, unlimited. These are private and passworded for students only.
* Access to the Pathfinder Website which offers a comprehensive resource center to meet all of your documentation needs, with audio references, bonus tax booklets and much more. This is private and passworded for our students only.
* Monthly Newsletter and Weekly Email Tips outlining hundreds of powerful tax savings techniques.
* The Pinnacle This is an ongoing educational program designed to enhance your wealth building education. It includes a monthly magazine and 2 audio disks per month. 12 months included.
* Tax Saving Scorecard a written report, documenting tax deductions and savings before and after your Pathfinder Program.
* Tax Return Review a basic review of schedule "C" and "E" of your tax return.
* 2 Event Tickets to any of our national seminars, (unlimited), as part of your continuing Wealth Building Education.
* Two US Home State Entities set up by Pathfinder Business Strategies, L.L.C.
* One Family Limited Partnership or a level-three revocable Estate Planning Trust or one Treasure Coast Trust to maximize your tax-free retirement or your personal welfare benefit package.
* The Diamond format is:
* Two fact finding /coaching sessions
* Two individual sessions to discuss, design and review your Family Limited Partnership,
Treasure Coast Trust or Estate Planning Trust.
* Delivery of the Diamond Coaching Analysis, Findings and
Recommendations report (AFR)
* A session to review and implement the AFR Report
Our AFR report will provide you with:
* An analysis of your current tax situation and entity structure, including areas of vulnerability.
* Detailed recommendations for tax deductions, you are currently missing, including pertinent code sections, case law and revenue rulings.
* A custom-designed entity structure to properly protect both your personal and business assets.
* Our proof of savings, complete with supporting documentation (i.e. written plans as required by the IRS, an audit-proofing tax diary, etc.).
* An analysis of your opportunities for future tax savings.
* An organized written presentation , easily used by your legal and financial support team in implementing or maintaining the strategies that will provide you with the tax savings and asset protection you require.
* Program Qualifications include an annual income in excess of $250,000 and/or a net-worth of $2,000,000 or more.
The cost $25,000.00 -The Diamond Program comes with the Pathfinder Guarantee - we will teach you the strategies and techniques that will allow you to build wealth and/or save between $110,000 - $150,000 in U.S. taxes.