A five-year plan assuming the same strategies provides a bigger value for the fee being paid and shows the true long term savings to the client. Obviously, if laws change this could also not be as accurate....
Thank you for your idea! We are excited to announce we will be adding multi-year projections in the near future. We may contact you for more information about this idea to ensure we deliver an awesome customer experience.
For example, the tax law would be stable until 2015, the same tax strategy keeps bringing the same tax savings consecutively. It would be valuable to show the possible total tax savings for the multiple tax years as a option.
Thank you for your idea! We are excited to announce we will be adding multi-year projections in the near future. We may contact you for more information about this idea to ensure we deliver an awesome customer experience.
