BUSINESS WEALTH PLANNING

Plans that maximize your corporate structure and ensure a tax efficient
legacy for you and your family. Protect your family and partnership
from unexpected events. Creative and innovative insurance planning is
incorporated to reduce your insurance costs while also using insurance
as a tool to dramatically increase after-tax portfolio returns.


Partnership Protection

Would you build your business on quicksand? We sometimes overlook who are partners are and who would be affected if we were unable to work or die suddenly. Most cases people are your biggest asset.

Share Ownership Plan

We can leave our business assets to the tax man or to the beneficiaries of our choice. A share ownership plan can reduce your retirement income taxes and help transfer the balance tax free to your beneficiaries.

Business Transition Planning

Exiting from your business is going to be voluntary or involuntary. Either way you would want it tax efficient and have a plan to protect the people who matter most.

Parallel Planning

Would you put all your investments in one company? Having a diversified plan to sustain your lifestyle with protection, guarantees provide you and your family peace of mind.