As explained on the "Corp Purpose and Objectives" page, the objective here is that of account retention. This helps tie together with one of my (Robert Fulton) personal planning objectives of leaving a legacy to pass on to his family and was one of the main purposes formally incorporating FFC. Today, looking back, this was a wise, early or proactive part of my business continuation planning and will be good for my clients.
Soon more details of my company’s business continuation planning will be shared. But in a nut shell, arrangements are in place for the protection of my client’s privacy and for the ongoing servicing of my client’s annuities and similar accounts. In the near future the finalization of the business continuation planning will be in place. This will be facilitated by Erin Fulton CPA. Also, in the near future there will be a connection to her website, by traditional link, for the purpose of sharing the mutual opportunity of allowing my clients and her the opportunity to have their 1040’s and 1120’s Tax Returns done by her. The will also allow a transition relationship to be in place. FYI: "Not to worry!" I am currently in great health and planning on enjoying my work for years but all firms of this level of sophistication should have such a plan in place. Ironically, us professionals are always pushing our clients to put Business Continuation Plans in place (and we fund them with Life Insurance of course) for the benefit of their families. But I rarely see any professional doing it for themselves, their families and the welfare of their clients. So that is not the case here.
This Site is Not Tax or Legal Advice. Always consult Legal Counsel and Your Tax Advisor. Content of website are the sole opinions of Robert Fulton & does not necessarily reflect those of Fulton Financial Consultants, Inc.'s Investor/Lenders or insurance companies or other product vendors. Because one of my product lines is that of Reverse Mortgages I must state the following: If the borrower does not meet loan obligations such as taxes and insurance, then the reverse mortgage will have to be repaid." The Terms, benefits and features shared as accurately as possible on best efforts basis and subject to change without notice. Therefore please discuss any decision making specifics with Robert Fulton 360-222-3236. "This material is not from HUD or FHA and has not been approved by HUD or any government agency."