Business and Estate Planning

The   Advanced Planning Group (APG) is a premier team of industry professionals who provide us dedicated support in business and estate planning. APG is a veteran team of more than thirty professionals who hold numerous degrees and certifications including J.D., LL.M, CPA, CFP®, CLU® and ChFC®. They collectively leverage years of practical experience as lawyers, accountants and financial service providers to deliver unparalleled assistance in estate, business, charitable giving, retirement distribution and sophisticated life insurance planning.

APG provides a range of consultative services and technical case design to support us in presenting complex business and estate planning solutions to you and your team of advisors in the following key areas:

  • Family Security – Knowing you can keep the lifestyle you choose for yourself and your family
  • Asset Protection – Protecting your assets from creditors and changing family situations
  • Asset Shifting – Structure your assets to help minimize estate and income taxes, moving growth on your assets outside your taxable estate while maintaining a degree of control
  • Estate Equalization – Planning your estate to treat family members equitably
  • Business Succession and Exit Planning – Helping you plan to exit your business through sale or income continuation
  • Philanthropic Planning – Leaving a legacy while benefiting your community and your world

This consultative process fosters an understanding between you, our team, and your team of advisors. We are able to advance the goals most important to you and develop an individual plan of action to help achieve those goals.

Please visit Advanced Planning Group to learn more about premier planning team.