Our Comprehensive Services

A sophisticated, tailored approach to wealth management and legacy preservation.

Strategic Planning

We take a holistic approach to Strategic Planning, providing comprehensive advice and addressing your financial goals.

Our Strategic Planning services may include:

ESTATE PLANNING STRATEGIES
Estate balancing, Capital transfer, Asset ownership, Trusts, Wills, Trust funding, Succession planning, Special needs dependents, Minor children, Generation skipping, Short-term life expectancies, Estate liquidity 

TAX PLANNING STRATEGIES
Tax reduction, Tax deferral, Tax avoidance, Future taxes due, Withholding, Tax diversification, Qualified investments, Non-qualified investments, Effects of liquidation, Business ownership, Non-traditional ownership

RETIREMENT PLANNING
Minimum distributions, Pre-59 1/2 strategies, 401Ks, IRAs, Social security, Roth conversions, Income streams, Income streams transitions, Health care, Tax transitions, Risk tolerance transition, Timing issues 

INVESTMENT PLANNING
Asset allocation, Education planning, Lump sum accumulation, Options/restricted stock/nonqualified deferred compensation, Ongoing investment fees, Risk tolerance, Tax implications, Cost basis, Time frames, Diversification Strategies, Dollar-cost Averaging, Market Timing Issues 

FINANCIAL POSITION
Cash reserve levels, Cash reserve strategies, Debt management, Cash flow management, Net worth, Discretionary income, Expected large inflow/outflow, Lines of credit

RISK MANAGEMENT
Disability options, Long-term care/timing/premium/coverage, Umbrella liability, Life insurance, Medical/Health, Property & Casualty Deductibles vs. cash reserves, Policy status, Policy loans, Beneficiary designations, Special needs situations, Alternative/ additional coverage strategies 

Investment Management

Our team can help simplify the somewhat complex investment process and design an investment program around your needs and individual objectives.

An investment advisory relationship is generally a long-term professional relationship that is built on trust, personalized investment management and ongoing oversight of your invested assets. 

Some primary characteristics of an investment advisory relationship include:

  • Ongoing advice and interaction with our team

  • Ongoing management of your investments

  • Customized investment solutions—now and in the future 

Risk Management

Our Risk Management Services address areas such as Life Insurance, Disability Insurance, Long Term Care Insurance, and Annuities.

Neither Entrepreneur Solutions Financial and Insurance Services LLC nor its representatives are authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.