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About Us
LEADERS IN WEALTH STRATEGIES PLANNING
InKnowVision LLC is a national
consulting and marketing firm that develops and designs management and
preservation strategies for individuals and families of exceptional
wealth.
We have
completed over 450 estate and income tax design plans.
Our designers
work with specialized attorneys, CPAs, financial planners and insurance
professionals throughout the country to insure that each solution is
properly implemented in each unique situation. Having an unbiased, team
approach to solving the client’s estate and income tax problems creates
extraordinary results. We uncover planning opportunities that are often
overlooked.
Our proprietary
software allows us to integrate multiple strategies with varying
assumptions so that we can optimize the desired results for the
advisor’s client. We take complex issues and make them simple. Our
design plans are unique. They are easy to understand for both the client
and the advising team.
Our client is
the sole proprietor, entrepreneur, small boutique firm that specializes
in estate and income tax planning for a variety of clients. Our client
might be an attorney, CPA, or financial advisor. In most cases, they
have either stumbled upon a family with significant planning needs or
have a handful of such families currently in their book of business.
They also collaborate with firms that specialize solely in this area and
outsource all the “heavy lifting” so that they can continue to do what
they do best.
PRINCIPALS
Scott J. Hamilton, CEO
Scott has practiced law with an emphasis on estate and income taxation
for over 20 years.
Click for complete bio.
Randy A. Fox, CFO
Randy has been a financial planner for over 20 years, providing
financial and business planning services to high net worth individuals
and families.
Click for complete bio.
Kim Hamilton, CMO
Kim
has been involved in financial services for over 20 years and
specializes in marketing and sales. Click for
complete bio.
Randall H. Borkus, Esq.,
VP of Advanced Planning & Design
Randall H. Borkus is responsible for plan design and legal and technical
support. Randall joined InKnowVision in 2006.
Click for complete bio.
Sue Hillstrom, Accounting
Sue
has over 20 years experience in office management and is responsible for
accounting and all administrative operations.
Kenneth T. Kelley
Ken recently joined InKnowVision. He will be working with us in
all areas but specializing in providing services in our highest net
worth cases.
Kyle Hafstad,
Financial Analyst
Kyle joined InKnowVision
early in 2008 after obtaining his management degree from Purdue
University. Because of Purdue’s emphasis on quantitative analysis in
their management program, Kyle is a natural fit in helping InKnowVision
crunch the numbers and helping resolve the complex interaction of
various strategies.
Kyle is an active
lacrosse player and coaches lacrosse at the local high school.
(630) 596-5090
info@inknowvision.com
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