Our Process

1.Initial Meeting
Our team of experts gets to know you and your family to determine if USA Benefits Plus can provide value in your current stage of life.

2.Information Meeting
This meeting is to establish your goals and determine the time frame of your plan. We take notes, collect statements and legal documents to best prepare the financial plan.

3. The USA Benefits Plus Team Develops the Plan
The planning process can take a few days
all the way up to a few months depending on the complexity of the plan. We develop the most strategic
plan that will best fit the goals you are trying to accomplish.

4.Test the Plan With the Client
In this meeting we present the final results and then determine the areas that need to be fine tuned and make the minor adjustments to complete the plan.

5.Plan Into Action
Documents are signed and the financial plan is put into action.

6. On going relationship

Time does not stand still and family wealth management, estate planning, and excellent financial management
are an evolving process within an ever-changing financial, economic, and tax environment. USA Benefits Plus is your perfect legacy planning partner. .