Products & Services

We offer customized services that are tailored to meet our client’s specific needs and priorities. The following is only a partial list of the many strategies, techniques and tools we use that are available in the marketplace today.

Asset Protection

  • Dynasty Trusts
  • Family Partnerships

Business Planning

  • Succession & Exit Planning 
  • Buy-Sell Arrangments
  • Execitive Compensation
  • Value Drivers
  • Pre-Sale Tax Planning
  • Identify Potential Buyers
  • Coordinate With Estate & Charitable Plans

Charitable Planning

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds
  • Private Foundations 
  • Outright Gifts
  • Coordinate With Estate & Business Plans

Estate Planning

  • Wills
  • Living Wills
  • Lifetime Gifts
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trusts
  • Grantor Retained Annuity Trust
  • Dynasty Trusts
  • Qualified Personal Residences
  • Special Needs Trusts
  • Intentionally Defective Trusts
  • Coordinate With Business & Charitable Plans

Financial Planning

  • Comprehensive Planning
  • Retirement Planning
  • Education Planning
  • Special Needs Planning
  • Investment Planning
  • Insurance Planning
  • Estate Planning
  • Business Planning
  • Charitable Planning

Finishing Well / Master Life Planning

  • "Life on Purpose" Assessment
  • "Finishing Well" Questionnaire
  • Wealth Inventory:
  • Financial Capital
  • Relationship Capital
  • Intellectual Capital
  • Physical Capital
  • Spiritual Capital

Insurance

  • Disability  
  • Life
  • Health
  • Long-Term Care

Investments

  • US Bonds
  • US Stocks
  • Mutual Funds
  • IRA’s 
  • Separate Accounts
  • Index Funds
  • Foreign Currency
  • Foreign Securities
  • Annuities
  • Hedge Funds
  • REITs 
  • Commodities

Tax Planning

  • Income Tax
  • Capital Gains Tax
  • Gift & Estate Tax