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Platinum Protocol – What Is It?   arrow

The Platinum Protocol© is a highly advanced and effective business and individual planning platform focusing on tax mitigation and utilizing an extensive set of tools designed to be implemented for business owners as well as individuals.

Utilizing a methodical approach to this highly effective planning platform consisting of an Interview, Feasibility Study and Strategic Tax Blueprint created by our tax attorney/CPA, the Platinum Protocol© will result in substantial tax savings for both businesses and individuals who qualify.  The planning can include up to as many as twelve distinct strategies but more often than not, only a portion of these will be utilized.  All planning is customized, taking into consideration the unique facts and circumstances of the individual or business we are working with.  No two clients are exactly alike and the adage, “one size fits all” is not in our vocabulary.

What makes this approach truly unique is the performance guarantee which is an integral part of the design and implementation process.  This works as follows:  A prospective client, usually referred by one of Synergy’s extensive network of financial professional associates, has an initial phone call with our tax attorney/CPA to determine if the prospective client will qualify as a fit for the Platinum Protocol©.  If the business or individual is a candidate, a modest fee is paid to initiate a full analysis.  This fee is fully refundable if the recommended planning strategies fails to result in a minimum of five times the amount of the fee in income tax savings in t he first year alone!

If you are an insurance agent, agency, financial planner, business planner, CPA or tax attorney, we’d like to connect and form a synergistic, strategic relationship that will allow you to expand your business horizontally and create a financially rewarding result for both of us.  You can contact us at our office (see our home page) or by email.  We look forward to sharing some ideas!