Advanced Planning Services

Specialized Solutions for Your Advanced Planning Needs

We are often faced with unique and complex financial scenarios that require special experience. Through our broker-dealer, Osaic Wealth, Inc., we are fortunate to have access to a group of attorneys known as the Advanced Planning Team. The Team helps us assess, and offers guidance on, an array of intricate financial circumstances. We leverage the Team’s broad knowledge and over 60 years of combined experience to work for us, and our clients.

As independent advisors, our goal is to act in the best interests of our clients (no product quotas here). As independent advisors affiliated with Osaic Wealth, Inc., we can tap into the resources available from one of the largest broker-dealer networks in the nation.

With the resources available to us, we can help clients address the following:

  • Estate and charitable planning
  • IRAs and qualified plans
  • Life insurance
  • Domestic partner arrangements
  • Non-qualified benefit planning
  • Taxation of alternative investments
  • Long-term care planning
  • Special Needs Trusts

No matter how complex the issue, we are equipped to provide customized, personalized and effective support to address our clients’ current financial situations and help them seek their future financial goals. While we do not offer specific tax or legal advice, we do work in concert with our clients’ tax and legal professionals to help put forth financial solutions.