we advise on all aspects of retirement plan design, including funding strategies, distributions, rollovers and transfers between plans, and the best use of legal entities for plan administration. We also assist in effective wealth transfer planning by providing an analysis of the impact of business valuation, estate taxes, and income taxes.
we help our clients understand the many aspects of insurance, which include term life insurance, whole life insurance, universal life insurance policies, long-term care insurance options, health insurance, and disability insurance. We plan for your family’s business needs in case of a loss of income due to a death or accident. Provide an explanation of the types of permanent life policies available. Review your existing policies and recommend changes if necessary.
we can help you with tax planning strategies to keep your taxes low. This may include incorporating your business, converting a salary or bonuses to deductible distributions. It may also include making nondeductible contributions to retirement plans if it makes sense after considering the impact on income taxes and coordinating your tax planning strategies with your Investment Banking strategies.
we provide our clients with Financial Forecasting and Analyses Services to better understand their financial situations, and we plan for the unexpected, like sudden losses of income or family emergencies.
