Planning Services
Estate Planning and Tax Planning
Private Wealth Advisors can assist you with the complexities of a growing estate. Prior to meeting with your attorney we will education you about the law, review alternative strategies that address the financial and non-financial issues, help prepare data for your attorney to review and coordinate the process with the attorney.
Business Succession Planning
Building a successful company can be a lifetime achievement for a person. Like estate planning, the non-financial issues of continuing your business without you are often the most difficult to solve. We employ a variety of techniques to help you delineate all of these issues prior to developing financial and structural strategies to resolve the issues.
Employee Benefit Planning
Effective recruitment, retention and retirement of employees require a unique blend of tax law, labor law and finance. As with the other areas of planning, we first attempt to understand your unique issues and then review the variety of alternatives strategies for addressing them. Some issues are easily solved with unique retirement plan designs, whereas other issues may require more sophisticated blends of stock option, non-qualified plans and insurance.
Retirement Services
Early planning can be critical in meeting your retirement goals. Let Private Wealth Advisors help you to analyze your current status, assist you in projecting your future needs, and show you how to save to meet those retirement needs. Our advisors provide strategies for corporate retirees and entrepreneurs.
Insurance Planning
Many people avoid analyzing their insurance needs. Private Wealth Advisors has the expertise needed to assist you in choosing the right life insurance, disability insurance and long-term care insurance.
Philanthropy
Private Wealth Advisors can offer you sound and impartial advice on how to fulfill your philanthropic desires. We can assist you in establishing a private foundation, a charitable trust, or an effective grant-making vehicle.
College Education Planning
Private Wealth Advisors has analyzed the many innovative college savings programs available in an effort to provide you with ideal tax saving strategies. These include 529 Plans, Coverdell Education Savings accounts and custodial accounts.