Signature Group Services

Affluent individuals face unique challenges in growing, protecting, and transferring their wealth. Wealth management becomes a necessity due to increased complexities related to increased wealth. Our Signature Group services are designed to manage these complexities and provide viable strategies for wealth management.

In addition to our base services, Signature Group services include advanced planning strategies and a customized wealth management homepage. These services are listed below, and we are available to discuss any in greater detail.

Advanced Planning services include:

• Advanced Insurance Strategies
• Estate Planning and Asset Ownership Analysis
• Charitable Gift and Succession Planning
• Deferred Compensation Planning
• Employee Stock Option Analysis and Planning
• Advanced Tax Planning (through Coulter & Justus, P.C.)
• Wealth Protection Strategies
• Generational Wealth Transfer Strategies
• Coordination of All Advisors’ Advice

Wealth Management Homepage services include:

• Financial Statement Preparation
• Cash Flow and Budgeting Projections
• Estate Documentation
• Electronic Linking of Assets and Liability Accounts
• Electronic Document and Record Management
• Generation of Comprehensive Wealth Management Plan
• Ongoing Implementation and Revision of Wealth Management Plan
• Internet Access to Wealth Management Homepage