Wealth, Estate, Investment Management

Wealth Protection

Strategies to help protect what you value most – your family, your hard earned assets, current income stream, future earnings, retirement savings and your lifestyle.

Asset Protection – We can help you develop a strategy designed to provide the income your heirs will need to maintain their way of life, as well as ways to maximize and protect your hard-earned retirement savings and your independent lifestyle should you or your spouse need long term care.

Insurance Protection - Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps are determining the appropriate ownership of your policy and selecting a proper beneficiary. Although there are other alternatives, a life insurance trust can help avoid potential threats to the policy’s proceeds.

Several factors may come into play that could undermine the financial security provided by the proceeds of your life insurance policy. Beyond estate taxes, there is the potential for probate, gift taxes, financial mismanagement, and misuse. Proper planning is necessary to help avoid these threats.

Pension Income Alternatives - In order to help you make an informed decision about your pension options, Signature Financial Partners uses the services of Pension Concepts, an independent national firm that specializes in the analysis of pension plans. For more than 22 years, Pension Concepts has been helping thousands of people like you estimate their pension benefits—and understand their income options.

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Check the background of this financial professional on FINRA's BrokerCheck