Professional Advisors Testimonials
Here are some testimonials from a few of the professional advisors we have worked with.
Professional Advisors Testimonial
Jeffery A. Saunders, Attorney at Law
Adinamis, Michael & Saunders
Indianapolis, Indiana
I am an attorney and CPA practicing law primarily in the areas of taxation, estate planning and business succession. I first worked with Jay Link many years ago when he introduced me to a plan using both charitable and non-charitable techniques to solve the business succession planning needs and charitable desires of one of my clients. When we first met, I was skeptical of his plan, feeling that was it too good to be true. However, after reviewing and researching the plan, I wholeheartedly endorsed it. Since that time, I have worked with Jay on many occasions and have found him to be more skilled and creative about estate and succession planning than anyone else I have ever met. Perhaps more importantly, I have seen Jay handle the non-technical aspects of estate planning. It is one thing to present a wonderful tax saving plan to clients. It is quite another to get them to actually take the steps to implement that plan. Jay has a wonderful talent for getting clients excited about their estate plans. This particular client is the type who never gets excited about anything, yet at this meeting there he was trying to sell me and his CPA on this creative, charitable estate plan. He is still excited about that plan and what he has been able to do with it. Selling the client on a plan is difficult. An outsider selling the client's advisors on a plan is next to impossible. In our first meeting, Jay walked into a room where there were two attorneys and a C.P.A., all on the defensive for not being the one to come up with such a creative plan. Yet, Jay allowed us to participate in the meeting as members of an estate planning team, allowing us all to look good in front of the client. Outside of the client's view, he then gave me a three-inch binder with all the research and information needed to easily satisfy myself that this plan was as good as it sounded. He could not have made my review any easier. In retrospect, and seeing Jay with others, I now understand how Jay made a conscious effort to make us look good with the client and feel comfortable with him and his creative plan. This is a critical skill if you hope to successfully work with a client's existing attorney and actually get a plan approved and implemented.
Professional Advisors Testimonial
Ben Snyder CPA·ABV
Wojteczko Snyder Group, P.C.
Denver, Colorado
I have had the distinct pleasure to work with E.G. “Jay” Link and his associates at KARDIA Planning for the past few years. They have developed a Family Wealth Counseling process that is very unique and is not the traditional approach to estate planning.
As a Colorado Certified Public Accountant practicing over 34 years I’ve had multiple encounters with consultants and advisors who hold themselves out as being experts in their field. Many times this has not been the case. Often their recommendations were not sufficiently thought out or in some cases didn’t even apply. Unfortunately, this created substantial confusion and ill will with my clients. In addition, estate and wealth planning is a very dynamitic concept, which requires constant case management and follow-up. Jay and his group have set the high standards that all counselors should aspire to. His company has excelled in conducting extensive family interviews, defining the most important goals and objectives, preparing comprehensive understandable outlines, coordinating with legal counsel and following through in implementing the estate plan. Part of this process is developing a “Family Wealth Letter of Intent”, which becomes the family’s mission statement and outlines the distribution of their respective accumulated wealth. His team’s commitment to follow-up and monitoring the planning after implementation is unparalleled. The end result, the clients fully understand the plan, its underlying goals and objectives and they are excited.
Finally, KARDIA has a mission of philanthropy! What a wonderful gift to mankind. They design a wealth plan with the objective of reducing income and estate taxes in favor of charitable giving without compromising the needs for their clients.
Feel free to contact me directly if you have any questions.
Professional Advisors Testimonial
James E. Link II
Shand, Newbold & Chapman, P.C.
Attorneys at Law, Durango, Colorado
The estate and financial planning arena is filled with men and women looking out for themselves instead of their clients. Further, none that I have transacted business with look to a higher calling or purpose for their work, except Kardia. Their dedication to their clients and the Lord is without comparison. Their level of technical, tax and legal expertise rivals that of many accountants and lawyers who call themselves experts. I can and do recommend their work without reservation.
Professional Advisors Testimonial
Russ Minary, President
On Purpose Enterprises
Louisville, Colorado
www.onpurpose-ent.com
As a stewardship professional, I’ve referred Jay and his team to both personal friends and professional associates. I’ve seen the many positive changes that Family Wealth Counselors can have on families who have been blessed with great wealth and opportunity. Unlike most financial planners or investment advisors, these guys help their clients to view and use their wealth and resources from an eternal Biblical perspective, rather than a worldly perspective. They help people pass their faith, vision and values; not just their wealth, on to the future generations. They bring something truly different and refreshing to the financial planning world, and I recommend them without hesitation. They’re a blessing to anyone who wants to bring a Kingdom perspective to their planning and their giving.
