Your Objectives

Your Objectives: Our Individual and family clients most often use insurance for:

  • Estate tax liabilities
  • Funding designated inheritances
  • Closely-held business continuity planning
  • Accumulating liquid assets in a tax-efficient manner

Retirement & Insurance Resources professionals help you identify and evaluate your priorities. Together we are able to design alternatives that meet your unique circumstances, preserve more for your family and significantly reduce your tax burden.

We work as a member of your team of specialists including your trust and estate attorneys, accounting firm, private bankers, trust companies, private wealth managers and family office.