The Feeling of Significance!
The Wealth Integration & Transfer System™ (WITS), brings clarity
to why, what, and how you want to distribute your wealth with its 3 phase,
8 step process.
 Phase
1: Discovery
1) The
Success to Significance Questionnaire™
Allows families to
plan their affairs by listening to their souls first, then integrate the
financial data!
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2) The
Family Focus Retreat™
Answers to the
Questionnaire are discussed, further exploring spiritual, social, and financial
areas. These discussions frame the Family Philosophy of Wealth™.
3) The
Family Philosophy of Wealth™
Incorporates the
spiritual, social, and financial aspects into a family “mission statement”
that articulates your goals and guides everyone.
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4) The
Validation Process™
Constructs the
essence of your current estate plan and compares the results to your WITS goals.
 Phase
2: Vision
5) The
Asset Value Integration™
Various tools are
used to construct a plan that integrates your virtues and values by including
your spiritual, social, and financial goals into specific strategies.
6) The
WITS Report™
Presents a
personalized game plan that shows you how to capture maximum utilization of your
assets! It includes cash flows and diagrams integrating all strategies. Then,
your response to the preliminary report is evaluated and requested enhancements
are made.
 Phase
3: Empowerment
7) The
Empowerment Process™
Documents are
drafted, evaluations are completed, strategies are implemented and all paperwork
is reviewed to be sure everything is properly coordinated with your WITS.
8) The
Financial Leverage Analysis™
Reviews various
portfolios, investment accounts, foundation accounts, and various trusts to be
sure they are performing at the level necessary to accomplish your WITS goals.
Updates and enhancements to your WITS are available in order to monitor its
performance over time.
This incredible
system has been developed by the Financial Independence Group. The capabilities
we bring include over 35 years of experience knowing what doesn’t work and
what does. The wisdom gained from experiencing many positive family legacies, as
described in the book co-authored by Jerry Nuerge entitled Family Wealth
Counseling: Getting to the Heart of the Matter, allows us to help elevate a
family to a new level of thinking.
Built upon our
experience, the WITS allows you to remove risks, target opportunities, and
fortify strengths.
Some Risks the
WITS removes are:
-
Losing control
of your hard-earned wealth
-
Running out of
money, especially after large transfers to heirs
-
Corrupting
heirs through large inheritances without fiscal accountability
Some
Opportunities the WITS targets:
-
Integrating
your virtues and values into your estate plan
-
Capturing
millions of would-be tax dollars for you to control
-
Maximizing the
efficient transfer of your wealth to the people you wish
Some Strengths
the WITS fortifies:
-
The WITS
Network of Advisors compliments your local planning team to enhance everyone’s
confidence that strategies will work
-
Creates an
environment that enables you to teach your children and grandchildren the
traits that helped you amass your wealth
-
Our wisdom
gained from doing personal plans for attorneys, CPAs, bankers, stockbrokers,
insurance agents, and major company CEOs brings insight from many viewpoints
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