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What We Do
We design and implement personalized, comprehensive strategies for clients in order to optimize their lifetime assets and income so they can focus on the professional pursuits and people they care deeply about and maximize their return on life.
How can we help you?
You define financial freedom and peace of mind and we'll design the path to help you get there. From financial goal-setting to retirement planning and everything in between, our guidance is designed with one goal in mind, enhancing your financial life, enjoyment and well-being.
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Executive
Benefits
Insurance
Planning
Wealthcare
GPS
Estate
Planning
Exit
Planning
Retirement
Planning
Business Succession &
Exit Planning
Strategizing for a smooth ownership transition, preserving your business’s legacy and securing financial independence.
Key Person Insurance
Protecting your business from the financial impact of losing key personnel, ensuring resilience and continued growth.
Retirement Planning
Navigating complexities such as risk management, longevity risk, Social Security benefits, and withdrawal strategies to support a secure and comfortable retirement.
Legacy &
Estate Planning
Helping to plan and implement strategies designed to safeguard your wealth to avoid unnecessary taxes, supporting a well-thought-out transition to the next generation.
Financial Planning
Crafting personalized financial roadmaps that not only match your short-term needs but also consider your long-term financial objectives, healthcare expenses and lifestyle changes.
Charitable Giving
Optimize your philanthropic contributions by structuring donations to maximize impact and potential tax benefits.
Supplemental Retirement Benefits
Enhancing your ability to attract and retain top-tier talent with customized, tax-efficient retirement benefits that distinguish you in the competitive talent market.
Split-Dollar Funding
Offering a balanced dual-benefit Life Insurance strategy that simultaneously serves the financial interests of your company and its executives.
Supplemental Disability Benefits
Protect the total income of your key people (in addition to capped Group LTD benefits) in the event of a disability and avoid the expectation that salary will be continued.
Deferred
Compensation Plans
Providing tax-efficient income deferral options to enhance your executives’ financial futures while strengthening their commitment to your organization.
Key Person Insurance
Mitigating the operational and financial risks associated with the loss of key personnel, ensuring that your business remains resilient and profitable.
Restrictive Executive Bonus Plans
Aligning executive performance with business goals through customized, performance-based incentives that motivate and reward top-tier work.
Let's work together for your future success.
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Contact Us
Michael Eagan
(978) 460-0591
