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Your Competitive Edge

Skillful Preservation

Family Wealth Planning Involves

  • Developing strategies to help clients work towards their goals.
  • Analysis of Income and Living Expenses to provide a picture for long term goals and comfortable standard of living 
  • Beneficiary Designation review 
  • Analysis of your current Estate Plans, Wills and Trusts in alignment with your goals
  • Preservation and transferring of your wealth to future generations
  • Providing guidance in the event of a death of a loved one
  • Executive Level Benefit Consulting
  • Employee Benefits / 401(k)s


Insurance Planning

  • Analysis and review of your Insurance Policies compared to your needs
  • Reviewing your types of insurances: Health Insurance, Life Insurance, Disability Income and Liability, to protect yourself, your family and loved ones
  • Discuss Long Term Care and GAP Insurance


Tax Reduction Planning

  • Comprehensive review of your tax position to assess opportunities reduction strategies. This includes analysis of Roth conversion. possibilities and the matching of Passive Income with Passive Loss activities.
  • Annual review of your tax situation and planning to incorporate advantages of any new tax law changes.
  • Provide guidance on Tax - Free Exchange possibilities.
  • Offer recommendations of tax solutions and Tax Advantaged Investments. Possible reduction of the taxation on Minimum Required Distributions from retirement accounts.


Retirement Plan Services

  • In depth retirement planning for adequate wealth to ensure a comfortable and worry-free retirement.
  • Retirement transition
  • Offer recommendations for the most appropriate distribution strategy of 401(k)s and IRAs
  • Risk Management Consulting, succession and estate planning
  • 401(k) Plans for Small Businesses