Our Approach
How Sollertis creates financial freedom
True financial freedom is more than just minimizing taxation and protecting your assets—it’s the peace of mind that comes from knowing you have done everything possible to safeguard your wealth and legacy.
The Greeks had a word for this state of well-being: eudaemonia—a life of happiness, prosperity, and fulfillment. While we don’t claim that our Estate Tax Reduction Plan (ETRP), Master Asset Protection Plan® (MAPP®), Chief Counsel, and Sollertis Network will place you in a state of eudaemonia, we do believe that it is difficult to achieve lasting peace of mind without first securing your financial foundation. When your tax burden is minimized and your assets are protected, you can focus on what truly matters—living the life you’ve built with confidence and certainty.
Our Approach Provides You With:
- Estate Tax Reduction Plan (ETRP) - a strategic plan to minimize the amount of tax payable upon your death, ensuring less wealth to the IRS and more wealth to the people you love most.
- Master Asset Protection Plan® (MAPP®) - comprehensive strategy to safeguard your assets and guide financial decision-making.
- Chief Counsel - a trusted advisor who brings wisdom and common sense to the equation to help you navigate life’s more challenging decisions.
- Sollertis Network - a team of experienced attorneys with deep subject-matter expertise, navigating every obstacle until the job is done.
From Our Founder
– Bill Simon
Signature Offerings
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