Services

 

 

 

 

 

 

 

 

Estate Conservation - Unless an estate plan is carefully developed, taxes can dramatically impact an estate. A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. The Nautilus Group® helps me work with clients and their professional advisors to analyze current financial status and assess the potential impact of federal and state transfer taxes. With this as a baseline, strategies are developed to meet estate planning goals in coordination with personal philosophies and family needs.

Business Continuity - A lifetime of work goes into the development of a successful business, often making it the client's most valuable financial asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. The Nautilus Group® offers innovative strategies for the continuation of the business that address the needs of each family member.

Executive Benefits - Most successful businesses employ talented executives whose contributions to the bottom line are crucial. To ensure continued success, it is essential to attract and retain high-caliber people. The Nautilus Group® can suggest benefits packages that effectively retain key employees as well as attract new ones.

Retirement Income PlanningThe Nautilus Group® can identify a variety of financial strategies that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments to provide for a rewarding retirement.

Special ConcernsIndividual concerns, whether they are about retirement, charitable giving, or providing for the needs of family members and others you care about the most, are key issues for most people. My membership in The Nautilus Group® can help you focus on areas such as survivor needs, asset accumulation, or the benefits of a charitable giving program. We will illustrate various ideas, demonstrate their possible tax impact, and explain how they can help accomplish your objectives.

The Nautilus Group® also provides me with extensive research to assist client’s advisors with unique technical issues that may arise during the planning process.

  
Neither the staff nor the members of The Nautilus Group® may offer legal, tax or accounting advice. Our role is to educate and motivate clients and their advisors in addressing critical planning issues.