Advanced Planning

You’ve built your firm or practice around a promise of delivering excellent objective advice.

We recognize that products, specifically insurance policies, are generally a funding mechanism integrated within the broader financial, business, estate, or philanthropic plans of your clients.

We’ve built our firm to be in alignment with your objectives. Though all brokerages compete on product selection, service and compensation, we know that what’s critical is how we listen to the goals you share with us and can contextualize that information into thoughtful and creative solutions.

The three general areas we are a resource for are:

• Business: Succession, nonqualified executive compensation, exit planning, operating agreement, or buy/sell reviews and valuation estimates.
• Estate and Wealth Structuring: Estate tax estimates, Trust Reviews, illustrations, and modeling of estate freezing techniques.
• Planned Giving: Institutions and individual planning and illustrations.