WHAT WE DO
CREATING A LEGACY
Accumulation PlanningAccumulation planning addresses the need to accumulate assets for future events: retirement, educating children or grandchildren, major purchases or investments, making significant gifts to charity, or starting a business. The goal of Accumulation Planning is to provide the right amount of money, at the right time, in the right form, to accomplish any objective. Our approach to Accumulation Planning begins by understanding everything our client wants to accomplish today, in one hundred years, and every year in between. We cannot provide quality advice until we know as much as possible about our clients—their hopes, dreams, fears, and aspirations.
Conservation PlanningConservation Planning addresses the need to conserve and protect all that you have created and accumulated. This includes protecting you, your family, and your assets from the traditional risks of loss of life, disability, medical expenses, personal liability, and loss of property. It also includes protecting assets from the risks associated with our current legal environment. Our approach to Conservation Planning begins with reviewing and analyzing each client’s current plans and recommending any changes, additions, or deletions to help achieve their goals in the most effective manner.
Distribution PlanningDistribution Planning addresses the desire to see your assets go to the people and organizations you want, when you want, and in the form you want. Proper Distribution Planning may reduce or eliminate the taxes and costs associated with the distribution process. Our approach to Distribution Planning begins with understanding all those involved and the dreams and aspirations of our clients. We work with each client to create workable strategies for charitable giving, tax avoidance, and estate planning.
Business PlanningAs a business owner, your future financial health probably depends greatly, or even solely, on the health of your business. That’s why we help business owners create the right package to maximize what the business can do for you now and in the future. At some point in time, your business will pass to your spouse, your children, your employees, a third party, or some combination thereof. Creating the best value in your company is a process that needs to start today, not two weeks before you’re ready to step down. Using our services, we can help make the transition easier, and more profitable.
Copyright 2020 Peter Alexander Inc.