Services for Executives

Estate & Legacy Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. John works with clients and their professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using this baseline, John develops and suggests strategies that will meet planning goals.

Wealth & Asset Protection Services

We identify a variety of financial strategies and retirement income plans that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments. John may also offer techniques to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.

Charitable Giving

Charitable giving allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,408.58 +0.62
Nasdaq Composite 7,949.95 -0.08

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