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Our Expertise
Wealth Management and Retirement Planning
We design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances, expected returns and investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We work with you and your professional advisors to analyze your current financial status and assess the potential impact of state and federal taxes on your estate. Using this baseline, we develop and suggest strategies that will meet planning goals in coordination with your personal philosophies and family needs.
We can identify a variety of financial strategies and retirement income plans that can help you accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments. We may also offer techniques to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.
A lifetime of work goes into the development of a successful business, often making it your most valuable asset. An estate and business transition plan should be in place to protect that asset and ensure its viability and value long into the future. We can offer innovative strategies for the continuation of the business that address the needs of each family member.
