December 14, 2017 (813) 961-6600john.ciko@investfinancial.com

Advanced Planning Strategies

Building wealth through solid foundations

Ensuring a Well-Conceived Approach to Your Future

At Brownstone, we ask the questions that are sometimes overlooked. Coordinating your family and your business goes beyond the routine day-to-day management of traditional investing and corporate insurance products. Through our partnership with trusted attorneys and CPAs, we work to ensure a well-conceived approach, taking into account the following:

Estate Planning*

Estate Planning is not just for the wealthy. Estate Planning is for anyone who owns assets and wants to have a say in who receives that property at the owner’s death and in what form it will be received. We assist clients in developing estate strategies that maximize their legacy and give them control over how they accumulate, enjoy and distribute their wealth.

Business Continuation and Succession Strategies*

One of the the most overlooked aspects of business is a properly structured, updated and funded business continuation plan. What if one of your partners or key contributors to your organization leaves? Who will buy your business, and how will ownership be transferred, not only at retirement but in the event of death or disability? Our goal is to help build and implement the strategies to grow and protect your business’s value and success.  We specialize in Stock Redemption, Cross-Purchase, and Key Person Planning.

Executive Benefits*

Talented employees are a vital asset to most successful businesses. Losing them could be your business’s biggest liability.  By offering non-qualified executive benefits, you will give your business a competitive edge in recruiting and retaining top talent. Brownstone can help in this area by implementing the following:

  • Deferred Compensation Plans
  • Long-Term Incentive Plans
  • Supplemental Executive Retirement Plans (SERPs)
  • Split-Dollar Life Insurance Plans
  • Executive Bonus Plans
  • Executive Disability Income Plans
  • Executive Long-Term Care Plans
  • Salary Continuation Plans

*These products and services are not offered by INVEST.

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