Secure Interrelated Family Planning
Secure Interrelated Family Planning (IFR)-
When related to one of these key executives, our IFR Platform provides similar discounts on the Fee Based and Modular Planning being offered at the company.
By being a family member of an owner or key executive, you have the ability to have a SEP Consultant meet with you individually to discuss the following areas:
a. Cash Flow Analysis
b. Asset Allocation
c. Investment Planning
d. Education Planning
e. Survivor Planning
f. Disability Planning
g. Retirement/Employment Transition Planning
h. Personal Risk Management (homeowner's, liability, auto, & asset
protection)
i. Long Term Care Planning
j. Tax Planning
k. Estate & Gift Planning (analysis of wills, trusts, gifts, & charitable bequests)
We realize that there is a need to coordinate the complicated financial affairs of high net worth families which include: Business Interests, Inheritance, Large Family Estates & Trusts, Succession & Overall Estate Planning techniques that need a team of planners all working together in the client's best interest. Our highly credentialed team of Planners have experience in working with our client's legal and tax advisors to help them create the most tax and/or cost efficient plan to either transition to the next generation or to help provide them with the standard of living they have become accustomed too in retirement.
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