FAQ

We typically work with clients who have a minimum of $1,000,000 in investable assets.

A DB Trust is a way to setup a pension plan for small business owners to overfund their retirement plan in the later working years. It provides tax benefits to the owners of profitable corporations.

Ideal candidates are high-income business owners or professionals seeking large tax deductions and long-term retirement security.

Yes, there are various ways to provide for business owners and ultra wealthy individuals.

The first step is to determine the business valuation. Once we have the valuation we can strategize on a exit strategy that will bring the most value to the business owner.

Annuity is a contract with an insurance company. Some annuities guarantee principle protection and income benefits. The right annuity can be a valuable way to diversify a clients portfolio.