Our Business and Estate Planning Team

Through our affiliation with the   Advanced Planning Group  , a premier team of industry professionals who provide us dedicated support in business and estate planning, we work hand-in-hand with an in-house team of specialists in tax, law, life insurance, accounting, and charitable giving. As our planning support team, they bring experience, value, and insight to your planning situation and collaborate with us to design customized solutions to your complex business and estate planning matters.

The Advanced Planning Group 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.

Our Advanced Planning Group 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 trusted advisors in the following key areas:

  • Personal financial 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 exit planning – Helping you plan to exit your business through sale or income continuation
  • Charitable legacy planning – Leaving a legacy while benefiting your community and your world

Since every client has unique circumstances, our Advanced Planning Group staff employs a team approach; collaborating with your professional advisors to ensure your objectives are met. Through this team approach we are able to:

  • Examine legal documents
  • Present and project your current planning situation
  • Quantify planning alternatives
  • Suggest strategies that may better align with your goals and objectives
  • Research and assess current legal issues

Our one-on-one case design process is tailored to your unique circumstances, achieving a better understanding of your complex goals and objectives. Through our expertise and commitment to this team approach, we can provide the resources, services and solutions designed to help you attain clarity of your financial situation and achieve your business and estate planning objectives.

This consultative process fosters an understanding between you, our team, and your circle 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 the Advanced Planning Group website to learn more about premier planning team.