Family / Generational Wealth Planning

Our approach applies to both Individuals and Businesses. First we look at your milestones and goals to see what you have already accomplished.

Next we discuss your future goals, priorities and deadlines. Personal Planning may involve buying a New Home, Investment Real Estate, Retirement Distribution Planning, Education Funding, a Gift Program for your Children / Grandchildren or a Charitable Giving Program.

Whereas, Business Planning may include Selective Compensation Planning, Group Benefits, Business Succession, Pension Plan Reviews, Selective Retirement Plans and Key Person Insurance.

Have your covered your bases?

  • Life Insurance Policy Reviews
  • CD / Bond Alternatives for Ages 55 plus
  • Wealth Transfer and Legacy Planning
  • Special Needs Planning
  • Self-Employed 401(k) / Profit Sharing Plans
  • Life Insurance Premium Financing
  • Pension Plan / 401(k) Plan Reviews
  • Executive and Key Person Benefits
  • Family Business Succession Planning
  • Company Separation Planning

Begin your Family / Generational Wealth Planning, Executive Benefits Program and Pension Planning from a Proven Leader in Financial Guidance!