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Who We Serve
We take satisfaction in specializing in and serving business owners, executives, and professionals.
Our clients put much effort throughout their careers to get where they are today. Our team is prepared to assist in taking them to the next level through our thorough and effective planning process. We cover a wide range of client planning issues for individuals and enterprises, assisting them in making wise life decisions.
Executive and Employee Benefits
Strong leadership plays a critical role in business performance, and benefits strategies for key executives are necessary to drive outcomes and maintain organizational stability. Businesses must offer best-in-class benefits to keep talent and maintain a competitive edge in their industry.
Business Executives
A Better Way to Plan for Your Future Asset-Based Long-Term Care (LTC) and Annuity Funded LTC are innovative insurance solutions that provide comprehensive long-term care coverage while also providing additional benefits such as potential tax benefits and the ability to leave a legacy for your loved ones.
Risk Management
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. It is designed to help you invest your money to maximize your returns while minimizing the risks associated with traditional investments.
Charitable Planning
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 benefits.E-CLAT is a unique charitable planning tool that allows you to donate assets to a charitable lead annuity trust.
Estate 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 that considers your loved one's needs and ensures they are provided for long into the futureWithout a proper plan, your loved one with special needs could be left vulnerable and without the necessary resources.
Tax Minimization
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.Our Concentrated Stock Alternative facilitates the transfer of your concentrated stock into a diversified portfolio without triggering a taxable event. This allows you to reduce your risk exposure while minimizing your tax liability.
Small to Mid-Sized Business Owners
We are aware of your difficulties and are ready to help. We firmly believe that American-owned and run companies provide the foundation of our nation’s freedom, exceptionalism, innovation, and security. We work hard to represent small- and medium-sized business owners because of this.
