SERVICES
Estate Planning
At our firm, we specialize in estate planning that is accessible and efficient. Our user-friendly online platform empowers clients to make changes to their plans swiftly and easily. We're committed to providing peace of mind, ensuring that your estate is in order with just a few clicks. Experience the convenience of modern estate planning today!
OUR APPROACH
We believe a good estate plan addresses three key areas. By integrating legal, tax, and financial expertise, we streamline the process, saving you the hassle of multiple specialists. Our comprehensive strategy ensures that all aspects of your estate are handled with care and precision, providing you with peace of mind for the future.
Let us help you navigate this important journey with confidence.
Tax Mitigation
Discover how our experts can assist you in minimizing your tax liabilities, both now and in the future. We specialize in strategies such as strategic Roth conversions and utilizing tax credit programs to help you keep more of your hard-earned money. Let us guide you toward a smarter tax strategy today!
Asset Protection
Asset protection is essential for everyone, whether you own multiple homes or simply have a bank account. Our strategy takes a comprehensive approach, focusing on five key areas: lawsuits, IRS obligations, estate planning, long-term care, and the stock market. We aim to safeguard your assets and provide you with peace of mind.
Asset Protection education will help you identify risks that if unaccounted for can ruin you financially.
Identifying the risk is important, but what's equally important is identifying the potential solutions to protect against these risks.
Wealth Management
Your financial well-being is our priority. We believe effective planning goes beyond asset allocation; it’s about navigating life’s complexities. Each individual has unique goals, which is why we create tailored wealth management plans that align with your aspirations and risk tolerance.
Business Planning
As a business owner, you've dedicated years to guiding your company. Your employees are your most valuable asset and it's essential to prioritize them. Our advisors are here to assist you in exploring retirement plan options, including simplified employee pensions (SEPs), profit-sharing, and 401(k) plans.
QPRt, CRT, TORCA
We offer a variety of solutions to ensure your assets are transferred efficiently. From personal residence trusts to charitable trusts and tax offset conversions, our strategies are designed to meet your needs. Let us guide you through the process and help you make informed decisions for your future.
Employee Retirement
401(k) plans provide both employers and employees with-advantaged ways to save for retirement. However, as tax-qualified retirement plans, they must adhere to various legal compliance standards. We offer free assessments of current plans to ensure that business owners meet these compliance requirements.
Health & Medicare Plans
Looking for health insurance options? Whether you're self-employed or enjoying retirement, we have you covered with a range of solutions, including ACA plans, supplements, and drug plans. Let us help you navigate your health insurance needs with ease and confidence.
Life Insurance
Life insurance tailored to your needs! We offer a diverse selection, including term, whole, universal, and variable life insurance. Our knowledgeable team is ready to explain the pros and cons of each choice, helping you to make a well-informed decision for your future.