MEMBER PROFILE

		Jim Mulder WealthKeepers
		4545 Mt. Vernon Houston TX, 77006 [map]
		www.wealthkeepers.net
		Office:(713) 461-9699 Mobile: 713-516-2784 Fax: (866) 274-8369
		Category: Asset Protection and Preservation Member Since: Jan. 2002
		Board of Directors, MBN

WealthKeepers educates clients on appropriate methods to preserve, protect and transfer their wealth. We do this by developing a written plan that provides our clients with our recommendations on how to implement their plan, and then provide them with the appropriate legal documents with which to complete their plan. What is Asset Protection & Preservation Planning? Asset protection is a method of arranging assets in a way that they will preserve as much value as possible for individuals and their families. Asset protection planning is vital to businesses, families and individuals, no matter what their economic status. Personal and family assets can be vulnerable to creditor attack, whether those assets have been earned or inherited. Consequently, asset protection looms as a significant factor in both business and estate planning. Arranging for asset protection is an interdisciplinary endeavor that requires the planner to be familiar with many areas of law in addition to debtor/creditor law, such as the law of fraudulent transfer, ethical considerations, criminal law, estate and gift taxation, laws of trust, partnership law, law of foreign countries, conflicts of laws, pension plan law, corporate law, family law, Social Security, Medicare and Medicaid. We offer our services in Four Stages: Stage 1 - Fears, Focus, & Freedom™ This stage allows us to zero in on your major concerns and define the real problem. What worries you most? What are the related issues? Those concerns are then addressed by focusing on the opportunities available to help you resolve such issues. The result is a freeing up of resources, clearer direction, and progress towards goals. In this phase, together we will clearly understand your expectations of our services, and as a team, work towards solving problems and achieving goals. Stage 2 - Clear Answer™ & Informed Client Package™ You will receive a very important written plan in this second phase that includes clear, understandable explanations of structures and techniques tailored to meet your needs. Along with the plan comes a customized package of educational materials called the Informed Client Package. This will further explain, in layman's terms all recommended these structures and how they fit together to form a solution. Stage 3 - WealthKeepers Strategic Implementation Agreement™ Following the Clear Answer stage, you will receive the WeathKeepers Implementation Agreement, a commitment letter in which you affirm to have the written plan put into action. The implementation plan contains specific instructions that may be completed by a qualified attorney. Stage 4 - WealthKeepers Completion Program™ In this final stage, a 3-step process carefully guides you throughout the implementation of the plan: • We ensure any complex documents are explained in plain language, understood by the client, and then signed. • We monitor the transfer of assets to newly formed customized entities. • You will participate in ongoing maintenance to ensure proper administration of these strategies. During these four stages, and during the ongoing maintenance that occurs afterwards, you can expect to have all of your questions answered as they arise. We work as a team, and your input and understanding are essential to success!