With the right expertise on my team, I’d have more to offer high net worth clients.
Our Advanced Planning team provides advanced case design, innovative sales tools and consultation that help you develop solutions and secure clients.
Executive Benefits Planning
Planning techniques employers can use to recruit, reward and retain key employees.
Strategies that individuals can use to help preserve and grow their retirement assets. This could include qualified retirement plans, IRAs, ESOPs / KSOPs, and non-qualified plans such as Supplemental Executive Retirement Planning (SERP), 401k look-a-like plans, golden handcuffs and more.
Business Continuity Planning
Planning techniques for business owners to preserve the value of their business or to pass on the ownership of their business.
Planning techniques such as Charitable Remainder Trust, Charitable Lead Trust, Wealth Replacement Trust.