CORPORATE CLIENT SERVICES
Our exclusive Financial Planning services provide effective, customizable support to corporate and individual clients by utilizing both traditional and alternative resources. Helping you to build your wealth lies at the heart of everything we do; this includes managing your obligations through tax-advantaged investment vehicles, and maintaining your accounts with a proactive servicing style.
The financial planning parameters behind every case are unique and that is why our advice goes far beyond identifying your optimum investments. As your wealth management partner, we understand the need to tailor your portfolio in a way that achieves the optimum balance between tax efficiency and risk. Furthermore, we engage with clients on a personal level to ensure that family and / or individual goals play an integral role in the planning process.
We are fully committed to your plans and to your right to make decisions based on what is best for your unique situation. Contact us for a no-obligation assessment today!
The task of laying off staff, or suggesting they retire early, is not a pleasant one. We understand these hardships, and are available to facilitate the process when required.
We are able to advise regarding the following topics:
- Tax considerations
- Separation scenarios and their benefits
- Pension rollover strategies
- Converting options to income
Let us ease your responsibility by providing top quality independent advice during this difficult period in your lives.
Preserve the best interests of your business by implementing a buy / sell contract; a plan to secure your business operation in the event that one of your business partners or executives are no longer able to continue in his or her role. This type of agreement ensures that funds are immediately made available to purchase a disabled or deceased partner’s estate, while continuing business operations with no interruption. We can show you how a buy / sell contract is best funded through life insurance. Our many years of experience in the industry holds us in a superb position to identify the best implementation strategy, perfectly tailored to your needs.