FAQs Page
What exactly is the 7 Dragons Analysis?
It’s a one-page scorecard that shows how well-protected your wealth is across the seven most dangerous financial threats business owners face. We walk you through it in a quick strategy call. (see more)
Will I be pressured to buy something?
No. This is a situational analysis process not a product pitch meeting. You're always in control and you decide if you're a good fit for our integration services. You may have already defeated the 7 Dragons of Ruin™. But then again, maybe not. This analysis will let you know.
You’ll receive an analysis report and know exactly where you’re strong, where you’re exposed, and what to do about it. If you want help fixing the gaps, we’ll show you what that looks like.
What happens after the analysis?
I already have a CPA, estate attorney, and insurance guy—how are you different?
Most advisors work in silos. We integrate strategies across all 7 areas of risk to make sure one "solution" doesn’t cause a new problem elsewhere.
We don’t replace your professionals; we coordinate with them to make your plan work together.
Think of us as your financial quarterback—ensuring everything is aligned toward your outcome.
Our discovery tools are streamlined. We understand that the only way to generate more time is to pull someone else's experience forward.
We build on what you already have in place and only recommend changes if there are clear advantages.
We phase implementation over time so you're never overwhelmed or forced into rushed decisions.
Will this take a lot of time or force me to redo everything?
We charge a flat planning fee, so you’re not paying based on assets or product placement.
You get a custom roadmap based on the 7 Dragons Framework™, showing where you’re vulnerable and how to fix it.
Many clients save or preserve 10x their planning fee through tax reduction, risk protection, and integration alone.
How much does this cost—and what am I actually getting?
Is this just a lead-in to sell me insurance?
No. We offer integrated strategic planning. You can take our plan and implement it anywhere you like.
If we recommend insurance, it’s because it solves a specific threat, and only after you understand why.
You're always in control of what gets implemented and by whom.
How do I know I can trust you with this?
We operate as a fiduciary during planning and never push products for commissions.
You’ll see our thinking clearly through your custom 7 Dragons Scorecard before making any commitments.
Our founder has 20+ years of experience guiding business owners through high-stakes decisions with integrity.
How can I reduce taxes on my business income and investments without red flags from the IRS?
Use CRTs and DAFs to offset income in high-income years, especially during a liquidity event.
Revisit your entity structure to unlock QSBS (Section 1202) benefits or implement an installment sale to spread out tax liability.
Coordinate timing of Roth conversions, RMDs, and capital gains using an annual income timing map.
If something happens to me tomorrow, would my spouse or children know what to do—or what we even have?
Our Legacy Strategy Map documents values, goals, and next steps for the family to follow in case of death or incapacity.
We conduct heir-readiness reviews to ensure successors and spouses are prepped, trained, and empowered.
We coordinate all estate documents, passwords, contacts, and instructions into one protected place with your advisory team.
What’s the smartest way to pass my business or properties to my children without huge taxes?
Use irrevocable trusts like SLATs or IDGTs to freeze values and pass appreciation estate-tax free.
Combine gifting strategies with insurance to equalize the estate among heirs.
Align buy-sell agreements and business valuation with trust provisions to avoid probate.
Use irrevocable trusts like SLATs or IDGTs to freeze values and pass appreciation estate-tax free.
Combine gifting strategies with insurance to equalize the estate among heirs.
Align buy-sell agreements and business valuation with trust provisions to avoid probate.
Do I have the right insurance coverage—or am I unknowingly self-insuring?
How do I make sure I won’t outlive my money, especially if I live into my 90s?
Use irrevocable trusts like SLATs or IDGTs to freeze values and pass appreciation estate-tax free.
Combine gifting strategies with insurance to equalize the estate among heirs.
Align buy-sell agreements and business valuation with trust provisions to avoid probate.
What’s the best way to protect my wealth from inflation without taking too much risk?
Use indexed annuities, IULs, and inflation-linked bonds (TIPS) to build a resilient base.
Layer in real assets (e.g., real estate) and inflation-adjusted income riders.
· Rebalance your retirement buckets to align with near-term cash flow vs. long-term growth needs.
If someone sues me personally, how do I protected my personal wealth?
Conduct an annual Asset Protection Audit to assess personal, business, and real estate exposure.
Use LLCs, FLPs, and umbrella policies to shield high-risk or high-value assets.
Coordinate ownership titling and trust strategies with your legal team to withstand legal challenges.
Most professionals work in silos; we integrate across all 7 dragons to avoid conflicting strategies.
CPAs often focus on last year’s tax return—we focus on the next 10 years of tax planning.
Insurance advisors may optimize one product, but we optimize your entire financial empire.
What’s the downside of leaving my financial planning up to my CPA and insurance guy?
When should I start planning my exit—and how do I do it without triggering taxes or chaos?
Start 3–5 years before you intend to exit to allow entity restructuring, valuation prep, and successor grooming.
Coordinate estate and income tax planning ahead of the liquidity event to avoid spikes.
Use tools like DAFs, CRTs, or installment sales to control the tax timing and charitable impact.
How do I know if I’m actually covered—or just feel like I am?
We stress-test every piece of your plan against real-life scenarios (death, divorce, disability, litigation, market crash).
Our 7 Dragons Scorecard helps you see in minutes what’s exposed—and what’s already fortified.
Each plan is reviewed through multiple lenses (tax, legal, insurance, income, and estate) to ensure there are no weak links.
