Services

Personal Strategies

  • Financial Organization

  • Financial Decision Prioritization

  • Multi-Generational Wealth Transfer

  • Future Tax Strategies

  • Estate Planning

  • Savings Rate Optimization

  • Savings Diversification

  • Insurance Optimization

  • Wealth Management, Accumulation, and Distribution

  • Retirement Planning

  • Debt Restructuring and Efficiency

Additional Strategies

  • Debt Elimination

  • College Funding

  • Charitable Giving

Partner Strategies

  • Identity Fraud

  • Property & Casualty

  • Legal Work

Business Owner Strategies

  • Business Exit Planning Coordination

  • Tax Strategies (Present and Future)

  • Tax Efficiency (Retirement Plan Optimization)

  • Financial Team Assembly and Coordination

  • Business Succession Planning

Employment Benefits

  • Corporate Education with Wealth Steps™

  • Pension Design and Administration

Executive Benefits

  • Buy-Sell Agreement

  • Key Person Insurance

  • Split Dollar Arrangements

Investment advisory services offered through Park Avenue Securities.​