Financial Planning Services

  • Retirement & Estate Planning

    We can assist our clients with critical decisions involving retirement plan options and estate planning:
    * Introduction of retirement plan specialists and financial planners
    * Review of options from a tax planning perspective
    * Estate tax planning strategies and establishment of wills and trusts

  • Insurance Planning

    We can assist our clients by the introduction of insurance specialists to assist with:
    * Employee benefit plans
    * Evaluation of client personal insurance products
    * Corporate insurance solutions including buy-sell agreement funding

  • Business Succession Planning

    We can assist our clients by the introduction of legal and insurance specialists to assist with:
    * Development of buy-sell agreements for closely held businesses
    * Procurement of insurance products to fund the buy-sell agreement
    * Tax planning strategies for business continuity

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