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Comprehensive Portfolio Audit (C.P.A.) – Reduce taxes & portfolio risk.

Portion of proceeds benefit the Muscular Dystrophy Association of San Diego. If you’re an individual or a corporation interested in the C.P.A. - contact our Director of Business Development, Anton Anderson: anton@capitalconsultingco.com.

What Results Can I Expect?

• The average total portfolio increase per client over 30 years is $4,500,000.
• The total amount of money the average client saves per month in unnecessary borrowing costs is $480.00.
• Reduces portfolio risk by an average 200%.
• Increases liquidity by an average 200%.
• Reduces current taxes by an average 10%.
• Reduces taxes in retirement by an average 85%.
• Improve FICO credit score by up to 20% (which reduces cost to borrow).
• The total amount of money the average client saves in otherwise payable income taxes over a lifetime is $1,790,000.

Part I - Financial Portfolio Optimization – a complete risk/reward analysis of your financial portfolio with detailed recommendations for optimization. Are you managing your money like a banker or like a customer? What percentage of your assets is liquid? Stable? Tax advantaged? We specialize in solving tax problems on an individual or corporate level.

• We act as your personal CFO – putting all the pieces together.
• Assess current asset situation on the basis of liquidity, growth, stability, productivity, risk vs. reward and tax advantages.
• The CPA will optimize your portfolio and mirror the structure of the worlds' most successful banks and Fortune 500 companies.
• Own a comprehensive analysis and detailed action plan that can be taken and implemented anywhere with most financial institutions.

Part II - Comprehensive Debt Analysis – a complete review of your current private & commercial debt, including home mortgages for purchase, refinance, and first time buyers. We have found that the mortgage is the most widely used and grossly misunderstood financial product in the financial world. This includes a step-by-step detailed action plan for properly positioning or repositioning debt for safety and tax advantages.

• Assess current debt structure on the basis of risk, liquidity, cost to borrow and tax consequences.
• Full credit portfolio analysis and action plan for credit score optimization based on teachings by industry leaders.
• Recommended action plan to optimize debt portfolio which will mirror the debt structure of the worlds' most successful investors and banks.
• Own a comprehensive debt analysis and detailed action plan that can be taken and implemented anywhere with most financial institutions.

Part III - Investment Real Estate – Optimize your portfolio by staying on top of the hottest opportunities in the best Real Estate markets in the world. Our network continues to grow, and our clients are able to purchase equity on every transaction, and conservatively expect to generate over 80% return on their investments, with mitigated risk. A complete analysis and audit of your investment real estate portfolio and participation combined with a specifically designed action plan for optimization.

• The CPA will asses current real estate assets on the basis of risk, liquidity, diversification, stability, and leverage and make detailed recommendations for optimization.

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