Your needs are the most critical factor in our strategy.

Financial Strategies

Our strategies can help you conserve your assets and protect your estate as much as possible to provide for you, your family—and even the employees who helped make your business a success.

We can help you develop the right planning strategy to help you make certain that your personal and business assets are:

  • Transferred to the people or organizations you wish
  • Minimally impacted by estate transfer taxes and other costs
  • Distributed with as little delay and paperwork as possible
  • Settled without the involvement of probate court proceedings

An estate plan strategy designed by Assured Equity may include:

  • A business succession plan
  • Asset protection planning
  • A charitable giving plan
  • A plan to help you manage your affairs in the event of your incapacity

Other Personal and Financial Strategies that are considered, reviewed and developed when appropriate include:

  • Personal retirement planning, including accumulation and distribution planning
  • Family protection
  • Insurance planning, including long-term care
  • College funding for children and grandchildren
  • Investment Strategies
  • Risk management

Click here to see a video of the planning tool that we use to deliver our financial services.