Planning. Our process begins with compiling a snapshot of a client’s current wealth transfer plan. This strong visual helps set the stage for establishing clear and concrete planning objectives. When these steps are done well, it is easier to create suitable design options. Throughout the process, we focus on coordinating closely with the family advisors.
Life Insurance. When our clients use life insurance as a component of their plan design, we guide them through the steps needed to develop efficient structures to accomplish their objectives. Then we help maintain those structures over multiple generations. Our clients use life insurance to fund estate tax liability, satisfy business obligations, achieve inheritance objectives, create charitable bequests, and serve as a tax-efficient asset class within a diversified investment portfolio.
“We take an approach designed to give our clients the clarity and confidence they need to make solid decisions.”
COO & Principal
Bridge Financial Group, LLC