A position that holds is worth more than one that was right.
The annual program keeps the register current and works with the people who decide, so risk is seen while it can still be changed rather than after it has been filed.
Most advisers return every three to five years and fix it again.
That cycle is not a service model. It is a symptom of never having solved the underlying problem in the first place.
Once the register is right, holding it right is a fraction of the work. The annual program exists so the position established in a study is still true three years later, and so the person making the next capital decision understands what it does on both sides before making it.
Three tiers, one purpose.
A Growth Plan built on your actual position, executed through the year and refreshed annually.
Partner-led meetings at a cadence set by tier, with the people who decide rather than the people who file.
Regulatory and tax updates that matter to you specifically, including changes in federal contract cost rules, not a newsletter.
The register kept current as assets are acquired, improved, and disposed of, so the next study starts from a clean base.
A year-end scorecard showing what was identified, what was recovered, and what remains open.
Foundations, Vanguard, and Summit differ in cadence, depth, and access. All three are a single flat annual fee, set before the year begins.