Business Planning
Charitable Planning
Estate Planning
Investment Planning
Legacy Planning

Asset Protection

• Dynasty Trusts
• Family Partnerships 

Business Planning

• Succession & Exit Planning 
• Buy-Sell Arrangments
• Execitive Compensation
• Value Drivers

• Pre-Sale Tax Planning
• Identify Potential Buyers
• Coordinate With Estate & Charitable Plans

Charitable Planning

• Charitable Remainder Trusts
• Charitable Lead Trusts
• Donor Advised Funds
• Private Foundations 
• Outright Gifts
• Coordinate With Estate & Business Plans

Estate Planning

• Wills
• Living Wills
• Lifetime Gifts
• Family Limited Partnerships
• Irrevocable Life Insurance Trusts
• Grantor Retained Annuity Trust
• Dynasty Trusts
• Qualified Personal Residences
• Special Needs Trusts
• Intentionally Defective Trusts
• Coordinate With Business & Charitable Plans

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Financial Planning

• Comprehensive Planning
• Retirement Planning
• Education Planning
• Special Needs Planning
• Investment Planning
• Insurance Planning
• Estate Planning
• Business Planning
• Charitable Planning 
  ​

Finishing Well / Master Life Planning

• "Life on Purpose" Assessment
• "Finishing Well" Questionnaire
• Wealth Inventory:
• Financial Capital
• Relationship Capital
• Intellectual Capital
• Physical Capital
• Spiritual Capital

Insurance

• Disability  
• Life
• Health
• Long-Term Care

Investments

• US Bonds
• US Stocks
• Mutual Funds
• IRA’s 
• Separate Accounts
• Index Funds

• Foreign Currency
• Foreign Securities
• Annuities
• Hedge Funds
• REITs 
• Commodities

Tax Planning

• Income Tax
• Capital Gains Tax
• Gift & Estate Tax