Broker Check

Design: The Collaborative Plan

To design an effective plan, we often collaborate with the trusted advisors you already have, streamlining and simplifying the complex and inspiring our clients to make the wise decisions to become financially fit.

The Wealth Control System™ utilizes a variety of strategies to help manage your wealth, maintain your lifestyle and assure your products and planning work together to help achieve the goals you have for your future. These are some examples of our most popular strategies.

Wealth Management Strategies

  • Tax Reduction Strategies
  • Retirement Planning
  • Investment Management
  • Insurance Planning and Review
  • Asset Protection Plans
  • Asset Allocation Strategies
  • Higher Education Funding

Business Strategies

  • Employee and Executive Compensation
  • Employee Benefits Design Considerations
  • Business Succession Planning and Funding options

Trusts & Foundations*

  • Charitable Trusts
  • Family Incentive Trusts
  • Legacy Trusts
  • Living Trusts
  • Wealth Replacement Trusts
  • Private Foundations

*These services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.