Atlanta based firm persuades Financial Advisors to give away thousands of dollars worth of estate planning and tax management services

Released on = September 21, 2006, 5:55 pm

Press Release Author = Xspology.com

Industry = Financial

Press Release Summary = Atlanta based firm persuades Financial Advisors to give away
thousands of dollars worth of estate planning and tax management services to all
investors and no long just the affluent investor.

Press Release Body = Atlanta-based Xspology.com announces today the launch of a
groundbreaking range of free financial services for the everyday investors. Starting
today the everyday investor will be eligible for the same free of charge asset
protection and tax management services, which was previously reserved exclusively
for wealthy investors.

Bobby Ellis, Xspology.com CEO, said: "For the first time ever investors are
getting something in return from their financial planner beside advices. In today
world, there are so many financial advisors who take, takes, takes and never give
in return. Well, expectations and market demands are changing that. Our financial
planning clients have started offering their clients asset protection with free
wills and tax management service regardless of investable assets with their firm."

In today world, protection is more important that ever. With over 48 million baby
boomers planning to retire in the 10 years and with 30 million seniors already
retired there is an estimated 32.2 trillion dollars at stake that will transfer
hands in the next 15 years.

The only way for investors to protect their assets and successfully transfer them
to thier family is through good estate planning, which starts with a will. At our
nation current condition only 12% of seniors have an up-to-date will in place. An
updated will is absolutely vital, because over 40% of estates are contested in
America according to US Census Bureau.

Another factor that should be just as important to investors is taxes. Last year
investors paid over 131 million dollars in taxes from capital gains, early
withdrawal penalty, and poor planning. According to the Department of Treasury
capital gains taxes are up from 12 and 28 million dollars in 1980 and 1990
respectively. That's a 233% increase from 1980 to 1990 and 1,091% percent increase
from 1990 and 2000. With this trend expected to continue, the average investors
would be wise to follow their wealthy investor's strategy and starting managing
their tax burden. Otherwise, they will be paying $0.46 in taxes on each dollar
their investment earn.

Historically, only affluent investors with assets over $20 million were giving to
tax management and estate planning services free of charge. With Xspology.com
coaching advisors on how to implement these services free of charge, there are no
losers. Advisors are getting more clients and investors are getting more bangs for
their investment buck.

###

About Xspology.com Inc.
Xspology.com is an executive coaching firm located in Atlanta, Georgia whose service
specializes in creating optimization processes and marketing strategies for
financial and investment advisors. Advisors can download 10 sample strategic
marketing and optimization reports at Xspology.com. Investors can also contact at
them at (404) 964-2927 if they need to referrals to participating advisors or to
have Xspology contact their current investment advisor for participation.

For further information contact:
Bobby Ellis, President and CEO,
Phone: (404) 964-2927
Xspology.com


Web Site = http://xspology.com

Contact Details = Bobby Ellis
Phone: (404) 964-2927
Xspology.com

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