Solving your clients complex problems is only one call away
We understand the unique challenges your clients face and our expertise in retirement planning, estate planning, business succession and much more means that there is no scenario too complicated and no case too large for you to take on.
Each and every case we design is constructed with your client’s best interests in mind, taking all possible scenarios into account. In many cases our team discovers additional planning opportunities which may have otherwise been overlooked.
We help you coordinate with clients tax and legal advisors to help solve their complex planning needs. Call us today for any of your special-case needs including:
- Qualified and Non-qualified Plan Design
- Multi-Generational IRA’s
- Premium Financed Life Insurance
- Settlements
- Income Strategies
- Charitable Plans and Trust Arrangements
- IRA/Qualified Plan Distribution Planning
- Irrevocable Life Insurance Trusts
- Sophisticated Life Insurance Uses
- Deferred Compensation Strategies
- Entity Planning
- Income and Estate Tax Minimization
- Gift Strategies
- Asset and Liability Protection
