Family Wealth Planning / Summit Financial Resources


Search »
TEL: 1-877-SFR-FMLY / 732-510-1650 FAX: 732-510-1655

Home

Our Services

Sunday, 05 September 2010

Main Menu

Overview

Snapshot of some of our clients

Families who:
Want to shield their family from unnecessary estate taxes
Realize that protecting their family from death and disability is a must
Want to protect family assets from creditors, divorce and liability
Are eager to put a plan in place for the future
Realize the importance of estate planning to ensure a smooth transfer of assets to their family
Want to keep their assets lineal

Business Owners, Professionals and Executives who:
Wish to alter their business structure to address business succession and tax issues
Would like to effectively protect their personal and business assets from creditors
Are interested in deferred compensation and key employee benefit programs
Understand the need to consolidated numerous investment accounts and simplify their lives
Are trying to slow down and position themselves for a comfortable retirement
See the benefits of delegating their financial affairs to a financial professional

Retirees in their 60s and 70s who:
See value in developing an Investment Policy Statement
Want to ensure their portfolio is conservative and avoid any surprises in retirement
Are currently drawing income to maintain their retirement lifestyle
Seek tax and financial strategies to minimize the impact of taxes on their retirement income
Want to protect their assets against catastrophic illness or injury

Brochure | Newsletter | Directions | Contact Us | Webmaster | Privacy | Legal
© 1992-2010 Family Wealth Planning LLC, All rights reserved.
Securities and Investment Advisory Services offered through Summit Equities, Inc.,
Member FINRA/SIPC, and Financial Planning Services offered through Summit financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054.
Tel: 973-285-3600 Fax:973-285-3666.

Design by TraxxTech

Mambo is Free Software released under the GNU/GPL License.