Purpose

Financial planning for the expected… and unexpected.

Income Protection and Wealth Preservation

  • Life, disability, and health related insurance to protect income and accumulated assets against catastrophic losses
  • Preservation of lifestyle
  • Protection from unplanned events and for completion of desired outcomes

Wealth Creation, Accumulation, and Distribution

  • Global goal-oriented wealth management
  • Worldwide investment strategies utilizing a spectrum of asset classes and styles
  • Education funding for children and grandchildren
  • Retirement income planning
  • Tax-favored accumulation programs
  • Analyze suitability of assets class for clients

Wealth Transfer to Heirs and Future Generations

  • Estate tax and inheritance tax planning
  • Global and cross-border wealth transfer programs
  • Lifetime and charitable gifting
  • Senior planning including long-term care
  • Legacy and philanthropic planning

Business, Executive Compensation and Employee Benefits Planning

  • Executive incentive plans
  • Qualified retirement plans
  • Business continuation planning
  • Protection against loss of business revenue
  • Exit and transfer strategies
  • Buy-Sell plans for purposeful business succession that are sensitive to retirement, disability, and death
  • Business overhead protection
  • Group and voluntary benefits programs