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Advanced Planning

Advanced planning goes beyond portfolio construction, and delves into issues that support and sustain wealth. The basic cornerstones are:

  1. Wealth Enhancement. Tax mitigation, leading to higher net return on invested capital, and
  2. Wealth transfer. Efficient and effective structures and strategies to transfer wealth to future generations when and where applicable, and
  3. Wealth Protection. Risk mitigation either by commercial insurance carriers or elimination of risk itself, and
  4. Charitable Planning, which dovetails with family intentions, tax planning, and wealth transfers.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through US Advisory Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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