Someone from our team will reach out within one business day to schedule your complimentary Inspired Life™ Assessment. There’s no obligation and no pressure, just a relaxed, enjoyable conversation with real people who are here to listen, answer your questions, and help you explore what’s possible!
Just enough time to really get to know each other, no more, no less. But don’t worry, we’re not going to pitch you anything during our time together. We want to understand where you are, what’s keeping you up at night, and whether we’re the right fit for each other. We hope that after your visit, you’ll have greater clarity and have learned at least one new thing you didn’t know before you came.
Never. That’s not who we are, and it’s not how we work. If we’re a good fit, we’ll both know it. If we’re not, we’ll tell you honestly. Depending on what you need, we might even be able to point you in a better direction.
Your first visit will either be with Frank Benischeck or one of our other advisors.
Before our visit, we’ll send you a list of helpful items or documents to bring.
Most of our clients are in their 50s, 60s, or 70s. We commonly work with business owners, executives, and retirees who have worked hard, built something meaningful, and now want to make sure it lasts. They’re not looking for someone to just manage a portfolio. They want a team that thinks holistically about their entire life, including income, taxes, estate, legal, financial, and legacy.
Both. Some of our clients are business owners who want to maximize their business tax deductions or want a business exit strategy, or they are 5 to 10 years from retirement and want to get the plan right before they make the leap. Others are already retired and realize they need more than what they have. If you’re asking these questions, you’re probably at the right stage.
We cover all of these areas. The Inspired Life™ plan addresses five pillars: legal planning, tax planning, income planning, wealth planning, and care planning. That’s by design because something missed in any one of those can undo everything you’ve built in the others. We also partner with a team of affiliated tax and estate attorneys for estate, tax, and elder law matters.
Most advisors focus on one thing, usually investments. We focus on the complete picture, because your retirement plan doesn’t exist in a silo. That’s why we partner with a team that includes affiliated tax and estate attorneys to carefully coordinate the various aspects of your circumstances. And frankly, we care about more than your money. We want to know who you are, who you want to become, and what kind of difference you want to make. That’s a different conversation than most firms are willing to have. We have a fiduciary duty to act in your best interest. What sets us apart is our holistic approach and dedicated team.
Along with our other services, estate, retirement, financial, and legal, we are a fiduciary. Advisory services are offered through Achieving Veritas LLC, a registered investment advisor. As a fiduciary, we are legally and ethically obligated to act in your best interest. We think that should be the baseline for any advisor you work with. Ask anyone you’re considering.
We believe in full transparency on this. Depending on the services and structure of your engagement, compensation may vary. We’ll explain exactly how we’re compensated before you ever sign anything, and we’ll answer any questions you have about it directly.
Frank Benischeck is a member of Ed Slott’s Master Elite IRA Advisor Group, a widely recognized designation in IRA and retirement planning. He also holds a master’s degree from Loyola University. All our advisors are appropriately licensed, and some are CERTIFIED FINANCIAL PLANNER® professionals. Our affiliated attorney partners hold credentials in their respective fields of tax law, elder law, and estate law.
We work alongside them, not around them. If you have trusted professionals already in your corner, we’re happy to collaborate. In many cases, we find that the CPA, attorney, and financial advisor have never been in the same room together. We fix that.
We’ve built Totus Tuus as a team. Frank leads the firm, but there is a team here who knows your plan, your family, and is committed to your long-term wellbeing. We plan to be here to serve your needs long into the future.
It’s our approach to comprehensive planning, and our goal is to deliver a client experience that exceeds your expectations. It starts by asking who you are, what you’ve built, and what you want the rest of your life to look like. Then we build a plan across five pillars legal, tax, income, wealth, and care that aims to protect what you have and funds the life you want to live.
Contact Totus Tuus Consulting to find out how you can start living The Inspired Life™ today!
