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Business Owners

Our Associates provide advice and guidance about the issues that are most important to you and beneficial to protecting and safeguarding hard-earned assets. By listening first, we seek to work with your wealth transfer and asset protection objectives in a tax-efficient manner.

Issues most important to you are: business succession planning; attracting and retaining key employees & contributors; employee and executive benefits; and estate & legacy planning.

Attracting and Retaining Key Employees and Contributors - What are the best and most cost-effective methods for hiring and retaining your key people? There are many options all of which have financial, personal, and estate planning consequences. Let our specialists help you decide on the best course of action.

Employee and Executive Benefits - Whether medical benefits or performance-linked executive bonus plans, many business owners and managing executives find that their existing plans fall short of achieving their originally-intended goals.

Estate and Legacy Planning - Assuring all your intentions are realized as you plan for your heirs and your legacy is often a daunting task. We can help you coordinate the advice of your trusted financial specialists in developing a plan that meets you goals and values. Our Associates, in conjunction with the legal and tax professionals in our Business Resource Center, work collaboratively with you to create and implement your plan.

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