DEVELOPING INNOVATIVE STRATEGIES
Advanced planning for affluent business owners, executives, and professionals who, by reason of their success, have significant planning needs. They are confronted by high income taxes, reverse discrimination in benefits, business continuation challenges, and confiscatory estate taxes. For the last several decades, it has been my goal to provide viable solutions to overcome these challenges.
Through proven and time-tested planning strategies, business owners and executives can achieve success in structuring an orderly transfer of their business ownership, maintain a comfortable lifestyle in retirement, minimize income taxes, and conserve their estates. They can leave a meaningful and lasting legacy for their family and for charitable causes that are close to their heart.
Build a strong financial foundation and manage risks that can derail your retirement: escalating healthcare costs, inflation, chronic illness or long term care, taxes, market volatility, sequence of returns risk, and longevity risk (outliving your money).
© 2019 by Vision! Executive Insurance & Financial Services