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31 Jan

It's been their passion and often the source of their wealth.As a result their businesses become an extension of themselves and there is a real fear of relinquishing control in a manner that is not on their terms.Careful estate planning and asset protection is important at any level of wealth.Factors can change at federal, state and even local levels.We're passionate about our work, and proud of the relationships we build. You've worked hard to reach your current level of success.For many of our clients, this success comes with complexity.First, our independent approach of Investment Analysis and Management requires an in-depth understanding of your entire financial situation.We continue by applying our proprietary Discretionary Wealth Analysis in order to assess the appropriate amount of portfolio risk while still achieving the goals that are important to you.

This process uncovers issues and opportunities, improves communications with other members of the business and family, and can help identify next generation leadership in order to address the complexities of choosing the correct option for your closely held business.Many times these policies are out of date or have conflicting tax, beneficiary and ownership considerations that can prove detrimental to the original intent of the protection.The bottom line is that insurance is a financial tool. There are times when it makes sense to transfer risk from your family to the insurance company and there are times when it makes sense to self-insure.If not thoroughly examined, these complications can hide problems or mask opportunities that can significantly impact your business, career and family.Our holistic approach ensures we've taken into account all factors that affect your bottom line. We begin by seeking out a comprehensive understanding of our clients' finances - where they currently stand and where they're going.