Protection and transfer of your wealth can be complex and requires careful planning. The Wealth Protection Group prides itself on having a network of professional relationships with various experts in the fields of accounting and law, specifically specializing in the areas of tax and estate planning.
Our clients have worked a lifetime to build a “nest egg,” and often times, it is the client’s goal to preserve and pass on as much of the “nest egg” as possible to the next generation, or to their favorite charity, or to their church, etc… They want to do this in the most tax efficient manner possible.
In partnership and conjunction with a client’s attorney or tax advisor, we use various financial tools and techniques, which often includes some form of life insurance, to assist in the implementation of a client’s overall estate plan.
