Life Insurance and Retirement Planning
There are as many strategies for retirement planning as there are retirees! Working with one of our experienced specialists ensures that your plans, interests, goals, and risk tolerance will be taken into account as you develop your plan, manage your plan over years, then draw down your assets in tactical laddered steps that minimize taxation and maximize cash flow, all while keeping your heirs’ interests at heart.
In our holistic approach to supporting individuals, small companies, and large firms to embed employer-sponsored plans, individual plans, and even work with multi-principal companies to place stock transfer agreements, funded by approved life and disability insurance plans, which can step up the cost-bases for partners and company officers to manage tax risks at the time of sale of firm ownership client needs are always placed in highest regard.
There are no products we are driving clients to, nor number of policies that we seek to “sell”. We simply want to gather data, your interests, and appropriate lifestyle information to best support intended outcomes.
Contact one of our specialists to begin the conversation. You’ll be glad that you did. We don’t guarantee much, but we do guarantee that you’ll learn some things.