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Wealth Management & Estate Planning
Our advisors have access to best-in-class technology, research, and analytics tools to help you position a diverse set of solutions and strategies to help realize your individualized goals and objectives.
Insurance & Protection Planning
Protection needs analysis is an essential component of any customized plan. Based on your needs, we may recommend such solutions as:
- A solution which would provide a source of family security or wealth transfer monies
- Solutions to help retain key-employees utilizing tax-advantaged incentive benefits
- Solutions which help provide income replacement during prolonged periods of disability
- Our advisors make accessible to their clients a full-lineup of investment and protection research, services, and solutions.
Tax-qualified retirement plans can be an effective tool for accomplishing more than just providing benefits for you and your employees. We will help you fulfill the requirements of these vehicles, and will assist in coordinating your other assets with them to meet your objectives, using such tactics as:
- Feasibility Studies
- Design of the Plan
- Funding Alternatives
Using top of the line analytics, we’ll take a deep-dive into your current portfolio. Working alongside your stated objectives, we’ll help alleviate your tax burden, with an eye toward capital growth and income. Among the investment solutions we’ll consider are:
- Mutual Funds
- Direct Participation Investments
- Individual Retirement Accounts (IRAs)
- Variable Annuities
When working with business owners and their key employees, our aim is to meet you where you are at. If your wish is to see an orderly transition of a business interest through continuation planning, we will work alongside your existing advisers to help you meet that objective. If you need assistance forming that team of advisers, we will tap into our network of services to help you see through to the results you want.