Retirement Planning Awards 2023

Nov22526 Retirement Planning Awards 2023 Wealth & Finance Most Dedicated Retirement Planning Team 2023 – Indiana “Maximizing Our Clients’ Potential Through Proactive & Holistic Planning.” VFO’s multidisciplinary services cover a huge range of areas including legal, risk mitigation, advanced tax planning, advanced insurance concepts, financing and real estate, business advisory, and private wealth management. “By taking a few steps back, and looking at the total picture, we can do the most complete plan someone has encountered.” Its unique selling point is its unparalleled tax reduction planning, which is not carried out by any other firm in the country. VFO’s Managing Partner, Ryan Foncannon, tells us, “We are also able to look at business return and a 1040 (Personal or Joint Return), and see where the advanced tax planning opportunities are for the client to significantly reduce taxes.” For high wage W-2 earners or business owners on a 1040, VFO “We show clients how to make money off of the money they would pay the IRS. Certain advanced tax strategies give huge tax benefits upfront by putting money into them. This can be in the form of a deduction and/or a refundable tax credit, with a great cash flow.” Aiding clients to mitigate or even eradicate taxes, for those around the top 1%, VFO illuminates a path towards a richer future – in more ways than one. “The more you are making altogether in the household, the more we can do. Tax planning is also a great tool to mitigate inflation costs. Helping you keep more to do more. What would you do with more?” With an ever-growing team of over 70 specialists, VFO is always on the lookout for more well-seasoned professionals to invent brand new ways to help its valuable clients. Doing all of the work, alongside its clients’ wishes, VFO brings an air of sophistication to saving time – and money. Exclusively crafted for those with a large household income, VFO’s services and solutions are developed with the client in mind. VFO is constantly learning, expanding, and introducing more ways to benefit from legal, advanced tax and wealth planning, support. Ryan shares, “We are more flexible and agile to make changes quickly.” Being a holistic and proactive planning Virtual Family Office, the firm works in a meticulous way. Weeding out any problems as they may arise. Ryan tells us, “We will start on the advanced tax planning side first. That is a major differentiator to begin with. We also believe having an advanced tax reduction plan in place, sets up everything else. We can not only show you how to save millions in taxes, but how to build wealth faster, by doing so. Then, we can help setup a total picture plan. That can include everything, including but not limited to businesses, real estate, other entities, trusts, and etc.” As an executive contributor to Brainz Magazine, rated as the 7th biggest international business magazine in the world, Ryan is consistently pushing his knowledge and experience out around the globe. This has only spurred him on to writing his own book, to share even more with as many individuals as possible. His book is set for release soon this year, and it will contain invaluable information about the advanced tax and wealth planning that VFO already provides. His book will inevitably spread the word about these services – hopefully causing a shift in the corporate landscape, so that more people are aware that they have access to its kind of assistance, and the means to help others as businesses themselves. Ryan’s book will also cover those “high impact tax and wealth strategies. That are be for high wage W-2 earners, business owners, realized capital gains, high & ultra-high net worth, and real estate investors to save not only save on taxes on the business return and/or the 1040 return. But also show you how to reposition the tax liability to build wealth, legally and in compliance with the IRS.” At the helm of such a dedicated business, and as part of its driving force, Ryan, and the team, work hard to steer people in the right direction with their wealth management skills. With four categories of clients: a client or family with a total household income or AGI (Adjusted Gross Income) of $450,000 or more; a business owner with a profit of $100,000 or more; a realized capital gains event of $500,000 or more; a net worth of $10,000,000 or more. These categories run much deeper than what appears on the surface however, Ryan adds, “We would love to connect to anyone that falls into one or more categories of our ideal client.” “Our goal is to give the most complete plan to our clients they have ever encountered. We empower our clients to choose from the numerous options that we present. We go through the pluses and minuses of each. We would also say that we actually listen to our clients better than anyone in the industry. We make them feel heard and understood.” S.W.A.N. Virtual Family Office has just won the glimmering title of Most Dedicated Retirement Planning Team 2023 – Indiana. Why not contact “your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services”? Contact: Ryan K. Foncannon, MBA Company: S.W.A.N. Virtual Family Office (VFO) Web Address: Finding a retirement planning team that is as devoted as the team at S.W.A.N. Virtual Family Office (VFO) is practically impossible. With a sole purpose of improving wealth management, this firm has quickly become one to watch in the industry; its dedication is absolutely unparalleled in Indiana. Here we learn more from its Managing Partner, Ryan K. Foncannon as it wins a title in the Retirement Planning Awards 2023.