Full Service Financial Planning
Estate Planning
- Coordination of estate
planning with client’s
desire for distribution - Will/Trust design
- Asset protection
- Tax reduction techniques
- Insurance analysis
- Gifting strategies
Retirement Planning
- Needs assessment
- Retirement income
modeling - Distribution options
- Benefit analysis
- Social Security
maximization - Employee stock
optimization
Investment Planning
- Portfolio advice
- Modeling
- Analysis & design
- Implementation
- Review
- Risk assessment
- Stress testing
- Ongoing advice
Contingency Planning
- Risk mitigation for
long term - Disability income
Business Owner Planning
- Succession planning for
dispositions during life &
at death - Buy-sell analysis &
funding - Executive compensation
planning - Group benefits
- Deferred compensation
Legacy Planning
- Develop a family
foundation - Charitable planning
- Education funding
- Dynasty trusts
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@charterfinancialgroup.com | (410) 987-3590