We help selected individuals protect and preserve their net worth for their families, businesses, and charities. Client objectives drive the design of plans that minimize estate taxes and transfer wealth to future generations and designated charities. We work closely with our clients’ financial advisors and legal counselors to assure continuity. Above all, through this process we maintain the utmost respect for the time, experience, and privacy of our clients.

Wealth transfer is more than a one-time service; it is a process driven by our concern for our clients and their specific needs. That process includes initial and ongoing needs analysis, plan design, implementation and administration. With today’s constant changes in tax laws and personal environments, one of our fundamental objectives is to remain aware and responsive, continually ensuring the stability and safety of your plans.

Financial Concepts is among the foremost authorities in wealth transfer planning. We keep our clients informed of some of the most advantageous means for preserving their resources. We approach each client’s unique needs with creativity, sophistication, and care.

This valuable process helps enables our clients to:

  • Minimize estate tax liability
  • Preserve family assets
  • Shift estate growth to second and third generations
  • Protect capital through diversification
  • Create a charitable legacy