Estate Planning Services
- Charitable Remainder Trusts
- Private Foundations
- Grantor Retained Annuity Trust (GRAT)
- Estate Freeze Planning
- Life Insurance
- Business Succession Planning
- Buy Sell Agreement
- Self Canceling Installment Notes
- Divorce Protections for Heirs
- Institutional Life Insurance
- QTIP Trusts
- Dynasty Trusts
- Intentional Defective Trusts
- Special Need Trusts
- Charitable Gift Annuities
- Long Term Care
- Zero Tax Plans
- Insurance Creditor Protection
- Resident Noncitizen Planning
Welcome to Financial Strategies Group, LLP (FSG)
Our mission is to exceed client expectations in both service and performance. We accomplish this by using unique custom financial strategies. All clients’ solutions are tailored to meet their personal goals and objectives. FSG is chartered to support the Representatives by providing Estate and Business Strategies, Insurance Marketing and advice using a platform of advised choice.
Our Areas of expertise include:
Wealth Preservation and Transfer (Comprehensive Estate Planning, Asset Protection, Family Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Long-Term illness)
Wealth Accumulation
(Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies)
Business Planning
(Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits)
Contact US
Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
