Through our partnership with New York Life, we offer a wide range of services to support your financial goals. We develop a deep understanding of your situation and values, and we educate you about effective solutions that can support you on your journey. Our goal is to be your go-to resource when you need financial guidance, resources, or guidance. Some of the common services we provide include:
Effective and efficient distribution of assets to heirs. Consider family dynamics when designing planning solutions.
Protect existing assets from excessive tax burdens and potential undesirable future creditors.
Reposition hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.
Life Insurance
Allow owners to maximize the value of the sale of their businesses to heirs, key person insiders or third party buyers.
Ensure that the client’s desires for charitable giving are crystallized and enabled to be continued for future generations.
Proper ownership arrangements of estate assets in order to ensure maximum estate tax benefits.
Ensure that the maximum human life value is protected. Coordinate investment objectives with risk tolerance and time horizon.