Ultimate Asset Protection
and Control
We have helped thousands save on their taxes and protect their assets.
Jamie Fogal
https://crm.nexxess.com/~cCKVj
Email: jamie.fogal@nexxess.com
Phone: (951) 894-9082
In-Person Consultation Area (s): CA: LA, CA: San Diego, FL: Miami, NV: Las Vegas, IL: Chicago
Provided Services: Capital Deferment Trust
Bio and Expertise:
Jamie is very passionate about helping people overcome the biggest obstacles that stand in the way of secure financial plans. This makes her a valuable resource because of the meaningful difference it can make in their lives. Whether a small growing family, or successful business owner, Jamie brings solutions that fit the objectives of everyone she meets. As a mom of 4 young boys, she knows that nothing is more important than the financial peace of mind that comes with knowing the financial security of the family is intact, and growing stronger every day. She helps families implement the strategies that build, protect and preserve their wealth, through innovative financial designs. Using industry proven tools, she increases her clients cashflow to ensure that a legacy is left to the ones they love.
https://calendly.com/connect-with-jamie
For more information about the Nexxess Capital Deferment Trust or other Nexxess products, please select Request a consultation.
Our services
Ultimate Privacy Control
Asset privacy refers to the protection of your financial information and confidentiality of wealth and assets. Asset privacy can enhance Security and Personal Safety, Protection from Opportunistic Claims, Business Competitiveness, Estate Planning and Family Dynamics, Personal Privacy Preferences, Reducing Targeting by Scams and Fraudsters, Legal Compliance, and Minimizing Public Scrutiny.
It is essential to balance the desire for privacy with legal and ethical considerations. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset privacy.
Ultimate Asset Control
Asset control refers to the ability to manage and oversee assets effectively. Asset control is important for Financial Planning, Risk Management, Strategic Decision-Making, Estate Planning, Tax Efficiency, Adaptability to Life Changes, Protection Against Fraud, Meeting Financial Goals, Peace of Mind, and Asset Protection.
Using multiple strategies, including the Spendthrift Provision, Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset control to build and protect wealth in the present for the benefit of Beneficiaries in the future.
Ultimate Liability Control
Asset protection involves implementing strategies to safeguard wealth and possessions from potential risks, creditors, and lawsuits. Benefits of asset protection include improvements in Legal Liability, Creditor Protection, Estate Planning, Professional Liability, Privacy Concerns, Divorce Protection, Economic and Political Stability, and Deterrent Effect.
It is important to utilize asset protection ethically and within legal bounds. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset protection.
Ultimate Tax Control
Reducing taxes is a common financial goal for individuals and businesses. Legally reducing tax liabilities can help with Increased Disposable Income, Wealth Accumulation, Retirement Planning, Business Competitiveness, Investment Growth, Economic Stimulus, Encouraging Compliance, Family Financial Planning, Asset Protection, Estate Planning, and Social Responsibility.
While reducing taxes is a legitimate financial goal, tax reduction should be done ethically and must be done within the bounds of law. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal tax reduction.
Peace Of Mind
Peace of mind is a state of mental and emotional tranquility, free from stress, anxiety, and worry. Having peace of mind is known to enable Physical Health, Improved Mental Health, Enhanced Cognitive Function, Increased Resilience, Better Relationships, Quality of Life, Increased Productivity, Better Sleep, Emotional Balance, Effective Coping Mechanism, Increased Happiness, and Longevity.
Knowing that you have the ability to better protect and control assets, increase capital investments, and streamline transition of asset control to beneficiaries can improve your peace of mind. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you increase peace of mind by strategizing and amplifying economic stability and opportunity.
Free Consultation
Everyone deserves a free consultation. The right thing to do before you make financial decisions is to know your options. Give us a call or send us your information so we can help you.