The Rushmore Private Client Group™
5000 Birch Street, East Tower Suite 100, Newport Beach, CA 99260 Get Directions
The material presented herein is designed to provide accurate and authoritative information in regards to the subject matter covered. It is prepared with the understanding that we are not engaged in rendering legal, accounting or other professional services. If legal or other expert assistance is required, the services of an advanced planning attorney or CPA should be sought.
The BluePrint Mastery:
Our BluePrint concept originated during the course of more than one hundred meetings with high net worth clients who, after meetings with their estate planning attorneys, had limited memory and incomplete understanding of all that the attorneys presented — most clients felt that they had an excellent advisor, but were understandably unsure of some of the complexities of their estate plan. One year later, many clients were confused and were making mistakes in the handling of their estate plans. We knew that we could help solve this problem for our clients so we created the “Rushmore BluePrint” — a life-size blueprint that graphically analyzes every aspect of a client’s income, estate tax, trust inefficiencies and liability exposure. It is presented in the same manner as an architect’s design to clearly show clients the plan for the design they want — in this case not for a home, but for a sound foundation and structure for their estate plans.
The visual impact creates increased retention and understanding, and the client and often the family are engaged just as they would be if they were looking at their future home.