Our team – including attorneys, CFPs, ChFCs, CPAs and CLUs – brings decades of collective industry experience and is poised to help you design and build competitive solutions for your complex cases. You can count on leading-edge financial planning strategies, tax and legal support, carrier product intelligence, trust and policy review, and assistance implementing planning strategies that incorporate life insurance.
Clients can have a variety of financial needs depending on their stages of life. We can help provide them solutions for each stage with our advanced sales concepts. We perform this by:
These inclusive solutions are designed to help complement a client’s current activities and support them as they face the challenges associated with maintaining personal and financial independence.
Trusts should be reviewed by your trustees and legal advisors for operational, taxation and funding concerns, as they pertain to the trust’s objectives and terms. Reviews should include:
We work with you to develop or revise your estate plans to help minimize taxes. We can work with you and your attorneys to implement wills, trusts, powers of attorney, and health care proxies. With our intimate knowledge of your assets and goals, we can recommend more sophisticated planning strategies and organize your assets to help maximize family wealth.
Life insurance policies are complex financial instruments. As such, they should be every three to four years.
Audits should include:
Working with clients to create a comprehensive succession plan by providing innovative, tax-efficient solutions:
