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A concern for You, Baby Boomers and Business Owners is to protect your financial legacy. You work a lifetime to provide financial security for your loved ones. Wealth Transfer Plans can assist in transferring wealth to heirs with minimal tax consequences and planning for a lifetime of income during your retirement years. 

The Wealth Transfer Plan takes advantage of several features of Passive Income opportunities, Life Insurance & Annuity Income for Life and Long Term Care planning to help individuals (and their families )prepare for the retirement years and beyond. Individuals can defer taxes on the accumulated investment growth within the plan.

The Wealth Transfer Plan is best suited to you, having completed the wealth accumulation phase of your lives.  Now prepare to benefit from properly planned wealth transfer and income planning, boomers from as young as 50 years old should begin planning. You have worked diligently over the years to save and now have enough funds set aside to begin creating a family legacy.

Wealth Transfer Plan


When you retire, you take all of your Retirement savings & Investment savings (Cash, Pension, 401k, IRA, Rental Income, Mutual Funds, Stocks, Bonds, CD) and put them into One Big Bucket.  That Bucket of Savings is what you have to live from with the supplement of social security until death. You might even want to leave something behind for the children, grand children, spouse or charity using cash in the Bucket of Savings or a Life Insurance policy.

The day you leave work, sell your business and stop producing income; you begin to Tap into the One Big Bucket of Savings and supplement with Social Security.  As you draw money from your Big Bucket of Savings, the balance begins to slowly trickle down.  But you need to have enough so you don't outlive your money.  You never know when it's your last day and you may live to be 100.  How do you plan for that?  

Our Wealth Transfer Plans can accomplish:

  • Guaranteed Income for Life
  • Funds for heirs (children/grandchildren)
  • Reduce taxes on Investment Income
  • Retain control of Assets
  • Increase Tax deductions
  • Simplify Estate Transfer
  • Business Succession Plans