Areas of Service

Tax Mitigation    Families with a net worth of over $10 million face an anticipated estate tax of at least $3 million-plus. Designing and implementing strategic plans to minimize estate and income taxes should be a primary focus of your financial advisory firm. 
 
Estate Planning  Most estate planning documents have not been reviewed in over five years. Our planning process is designed to ensure that your plan is tailored to your objectives.
 
Wealth Management  The average investment advisor has limited knowledge about the unique needs of affluent clients. We have the knowledge, experience and tools to implement the most appropriate investment plan to meet your needs.
 
Risk Management   We often find that individuals have insurance policies that do not support their goals and objectives. Our risk engagement team reviews your insurance plan and customizes one to meet your specific goals.
 
Business Planning  Succession planning is more than saying “I’m retiring at 65.” A comprehensive plan includes answers to all of the “What Ifs.” Our team helps you address them. From retirement and business continuation plans, to buy-sell agreements and key-man insurance policies, we help you understand and choose the most appropriate tools to use.  
 

Planning, advisory and insurance services offered through Strategic Wealth Planning (A Blum Financial, LP Entity) A Registered Investment Advisor.