Personal Planning Solutions

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These goals cannot be reached without active preparation and planning. It is important to determine what you would like to achieve financially and then map out a strategy that will help you meet those goals. We know that planning your financial future* can be intimidating. With Wealth Conservation Group you don't have to do it alone. We can help you identify your financial needs and determine which insurance and financial products will best help you meet your objectives.

Wealth Management and Retirement Planning

We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Estate Planning Strategies

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

Disability and Long Term Care

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover should be a strong consideration. We can help you determine the right course of action for you.

Funding a College Education

Planning early for college can help eliminate the financial stress when the time comes. We understand the importance of funding your child’s education and can offer options to help meet that objective.

Asset Protection Strategies

NYL Asset Protection Strategies

Education Concept Card

Education Concept Card

Give the Child You Love a Gift That Will Last a Lifetime

Child Gifting

"I have only four competitors:Death · Disability · Illness · Old AgeMy job is to see my clients before any of my competitors."
- Lim Beng Suan

*Financial Planning is offered through Joseph, Paul and Mark's affiliation with Eagle Strategies LLC, a Registered Investment Adviser.