How are Trusts used in Estate Plans?

Financial Advisor Westport, CT

Have you ever wondered about your estate and whether you should set up a trust? How trusts are used in Estate Planning What is a trust? Vehicle that you transfer assets into Who do trusts benefit? Whoever you want What is a trustee and what is their role? A trustee is in charge of and […]

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What are the THREE types of financial advisors you should avoid?

Financial Advisor Westport, CT

There are three types of advisors you should avoid at all costs Pretenders Advisors who have good intentions Advisors who do not serve their clients well due to incompetence Advisors who do not serve their clients well due to limited expertise Predators Advisors who engage in illegal behavior to cheat and swindle people Exploiters Advisors […]

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Three types of life insurance to protect your wealth, which should you choose?

Investment Management Westport, CT

What Life Insurance to choose? What is Life Insurance? Having life insurance typically makes sense if you LACK the financial resources to fill a financial gap if you were to die. Examples of Financial Gaps Estate Taxes Family Obligations Business Interests (Only really pertains to business owners who have a partner) Charitable Impact What are […]

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How PPLI can help mitigate tax to build serious personal wealth.

Financial Planner Westport, CT

What if you could do this? With this you’re able to Select the investment professional to manage your money Your money grows tax-deferred Your funds can be accessed tax free (if structures properly) There is a financial benefit if you pass-away The Rich Man’s ROTH Maximize portfolio returns by eliminating the tax drag You can […]

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How To Know If Your Financial Plan Will Work

Financial Planner Westport, CT

Have you ever felt that you’re not 100 percent sure the financial strategies you have in place will deliver? – Learn the process known as “Stress-Testing” used by some of the most successful entrepreneurs and wealthy families – Learn how you can implement this process at every level of wealth, it doesn’t matter if you […]

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Learn the Five KEY professional experts you should get financial advice from!

Financial Planner Westport, CT

The financial EXPERTS you should be getting advice from Getting professional financial advice can be life changing, for the better or the worse. For example, in 2008, I was meeting with a client of mine. She said she had a friend that was getting 10% returns year-after-year. I told it seems unlikely and even if […]

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How Business Owners can Pay Less Tax and Build their Wealth

Investment Management Westport, CT

There are many ways business owners can pay less taxes, thus maximizing their wealth. Make larger contributions Maximize tax deductions Defer Taxes on growth Receive a lion share of the funds Reward employees Predictability of benefits in retirement The problem is that most business owners do not effectively use retirement plans. “Plain vanilla” solutions do […]

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Three Ways to tell if you are working with the wrong financial advisors?

Retirement planning Westport, CT

Three reasons you may be working with the wrong advisors: They are not aware of elite-level planning tools OR they are aware but do not know how to use them. They are not working proactively and cohesively with other professionals They aren’t seen as thought leaders in the industry. Want to ensure you don’t have […]

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Stress Testing: Are you 100 percent sure everything in your financial and wealth plans will deliver as promised?

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