OUR STRATEGIC PLANNING SERVICES

FINANCIAL PLANNING

• Customized Financial Planning for Individuals, Families and Businesses
• Account Aggregation through Easy-to-use Technology
• Coordination of All Aspects of Financial Life

 

BUSINESS PLANNING

• Succession and Continuation Planning
• Inheritance Equalization
• Buy/Sell Ownership Consulting
• Executive and Key Employee Retention
• Deferred Compensation Plans 

 

INSURANCE PLANNING

• Life Insurance
• Disability Insurance
• Long-term Care Insurance
• Annuity Solutions 

ESTATE PLANNING

• Proactive Estate Planning Strategies
• Legacy Planning and Charitable Giving
• Tax Strategies
• Trusts
• Durable and Health Care Powers of Attorney
• Asset Ownership

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Individualized tax and legal advice is not provided. Please consult your legal advisor and tax consultant regarding your specific situation.