How We Help
Life is full of unexpected surprises - some good, and some not. Our purpose is to help you plan for the joys of the present, while preparing for the uncertainties of the future.
With decades of experience, industry knowledge and world-class planning tools, we can help you work toward and achieve the financial freedom you deserve.
For more than 30 years, we’ve been helping individuals and families succeed in the following areas:
- Wealth accumulation: Accumulate assets without stunting your overall financial growth. Our wealth accumulation also focuses on minimizing tax implications.
- Asset Protection: You work hard. Honor your efforts with comprehensive asset protection coverage for both tangible and intangible assets. You’ve built your nest egg, now let us help you protect it.
- Asset Allocation: How you choose to invest your money is a direct reflection of you, your goals, and your values. We will customize a portfolio that honors your risk tolerance, time horizon and objectives.
- Tax Planning: Taxes are inevitable. You can’t avoid them, but we can construct a strategy aimed at lessening the burden taxes have on your financial life.
- Retirement Income Planning: As life expectancy increases, so does the amount of money pre-retirees need to sustain a reliable income stream in retirement. Our retirement planning specialists can design a retirement income strategy that addresses this and the many other needs of retirees.
Estate Preservation: Federal estate taxation can be substantial. We understand this, and will work with you to preserve as much of your estate as possible for your heirs.
- Survivor Protection: Along with passing on your estate, you can leave your loved ones with comprehensive survivor protection coverage to preserve their lifestyle after you’re gone.
- Gifting Strategies: We can assist with charitable planning that will fulfill your philanthropic desires while reducing the tax burden on you and your heirs.
- Trust Strategies: A carefully structured trust agreement can help you avoid substantial estate tax liability, be established for the benefit of a charity, and allow an individual access to income and principal. We will collaborate with your attorney to ensure your trust is secure and working with your overall financial strategy.
- Business Continuation and Preservation: When an owner, partner or key executive retires, becomes disabled or passes away, a solid business continuation plan is essential. Protecting a business with comprehensive preservation solutions today, can mean continued success in the future.