Corner Office Financial understands how businesses operate as well as the strategies that are part of long-term planning. Our team will assist you in creating a sound strategy that helps address your goals, with a sensitivity towards your vision, the risks with which you are comfortable, and the control you desire to maintain.
Whether you require an estate planning advocate, advice on personal risk management or other financial or insurance planning advice, Corner Office Financial will provide you with the consulting you deserve. We will work with you to understand your needs and help you to work toward your goals.
Financial & Estate Planning
Both financial and estate planning are important facets of your overall financial well-being. A properly coordinated plan can help minimize tax consequences during one’s lifetime and again when assets are transferred upon death, so your loved ones are not burdened with unnecessary taxes or management concerns. A sound strategy can identify what you and your family need financially to maintain your lifestyle and risks to which you are exposed. We develop strategies for dealing with or avoiding these potential problems — along with consideration of appropriate options to reduce any tax exposure. Knowing how sensitive this can be, we will listen and implement a plan to help ensure that both your financial and estate plans are designed to help you pursue your personal goals.
Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.