Welcome
Welcome to our new website where we hope to share with you, valuable information to help protect your wealth. We have arranged posts according to the types of clients we served to best get the information that is most pertinent to you. We hope to hear from you regarding information you would like explained and […]
Not For Profit Entities
Our Services Not For Profit Entities Home Contact Us Efficient Frontier Life Management The efficient frontier is the set of optimal portfolios that offer the highest expected return for a defined level of risk or the lowest risk for a given level of expected return. Portfolios that lie below the efficient frontier are sub-optimal because […]
Successful Individuals and Families
Our Services Successful Individuals and Families Home Contact Us Risk Management Risk management is the process of identifying, assessing and controlling financial, legal, strategic and security risks to an organization’s capital and earnings. Asset Based Long-Term Care Asset-based long-term care insurance is a life insurance policy. It allows you to leverage your death benefit to […]
Small to Mid-Sized Business Owners
Our Services Small to Mid-Sized Business Owners Home Contact Us Executive and Employee Benefits Executive Benefits means all health, dental, disability, life insurance, retirement and fringe benefits or programs now or hereafter established by the Company which cover the Company’s executives or its employees, and applicable family members and which are in effect on the […]
Privacy Policy
Privacy Policy Home Privacy Policy Welcome to https://wealthpreservers.com (the “Site”). We understand that privacy online is important to users of our Site, especially when conducting business. This statement governs our privacy policies with respect to those users of the Site (“Visitors”) who visit without transacting business and Visitors who register to transact business on the […]
Tax Minimization
Tax Minimization Home Services Tax Minimization Tax Minimization ● Concentrated Stock Alternative Selling your large stocks means facing a hefty tax bill. However, holding onto concentrated stock can be risky, leaving you vulnerable to market fluctuations and potential losses. Our Concentrated Stock Alternative allows you to diversify your portfolio without triggering significant tax consequences. How […]
Estate Planning
Estate Planning Home Services Estate Planning Estate Planning ● Special Needs Planning Planning for Your Family’s Future, No Matter What It Holds. At Wealth Preservers, we understand that estate planning for families with loved ones who have special needs requires a unique approach. Our team has the knowledge and expertise to design a comprehensive plan […]
Charitable Planning
Charitable Planning Services Charitable Planning Charitable Planning ● E-CLAT (Enhanced Charitable Lead Annuity Trust) Are you looking for ways to amplify your charitable giving? E-CLAT (Enhanced Charitable Lead Annuity Trust) is a powerful tool to help you make a difference. E-CLAT allows you to donate to the causes you care about while providing significant tax […]
Individuals and Families
Individuals and Families Home Services Individuals and Families Individuals and Families Risk Management ● High IRR SUL Pricing Mitigate Risks and Boost Your Investments with Our High IRR SUL Pricing High IRR SUL Pricing is a cutting-edge investment strategy that offers you a high internal rate of return (IRR) with a low level of risk. […]
Business Executives
Our Services Business Executives Home Contact Us Key Employee Split Dollar A split-dollar life insurance agreement (or “split-dollar plan”) is a strategy generally used as an employer benefit or for estate planning involving life insurance. It’s an agreement between two or more parties to share the ownership, costs, and benefits of a permanent life insurance […]
