Wealth Strategies
A Financial Services Boutique
1730 Main Street, Suite 214
Weston, Florida, 33326

Office: (954) 938-4900
Fax: (954) 938-4915
Email: Click Here

Services

Estate Planning

• Wealth Transfer Strategies
• Income Tax Reduction Strategies
• Estate Tax Reduction Strategies
• Asset Protection
• Probate Avoidance
• Charitable Gifting Programs
• Wills & Trusts Coordinating

Financial Planning

• Qualified & Non-Qualified Pension Plans
• Pension Maximization
• Mortgage Protection
• College Savings Program

Insurance Products

Life Insurance

• Variable Universal Life
• Universal Life
• Whole Life
• Term Life
• Second-to-Die / Joint and Survivorship

Long Term Care

• Home Health Care
• Nursing Home Care
• Reimbursement Plans
• Cash Plans

Disability Insurance

• Life/Term Disability Programs
• Business Overhead Expense
• “Key Person” Disability
• Buy-Sell Disability

Business Insurance

• Split Dollar Plans
• Buy-Sell Insurance
• “Key Person” Insurance
• Group Carve-Out Plans
• Group Benefits
• Section 125 (Cafeteria Plans)
• Deferred Compensation
• Executive Compensation Plans

Investment Products

Tax-Advantaged Investments

• Tax Deferred Annuities
• Variable/Fixed Annuities
• Municipal Bond Funds
• Pension Plans

Investment Planning

• Individual and Rollover IRAs
• Simplified Employee Pensions (SEPs)
• 401(k) Plans
• Tax Sheltered Annuities (TSAs)
• Mutual Funds
• Managed Portfolio Accounts