Rick provides a framework for accumulating, managing, preserving and distributing wealth, helping clients understand how each decision fits into a larger picture and affects their overall well-being. We work primarily with high net worth individuals and closely held businesses, providing strategies for wealth accumulation, preservation and transfer. Rick’s team specializes in repositioning assets to help maximize wealth.
Our primary purpose is to help clients achieve their personal and professional goals. Led by Rick Shapiro, CFP®, ChFC, CLU, our experienced insurance planning team leverages its expertise to customize programs aimed at helping clients derive maximum benefit from reaching their goals. We will work with you to develop strategies that will help to protect your assets through asset protection planning. This type of planning is the cornerstone of any estate plan. In addition, we will help devise plans that will boost productivity while increasing income for dedicated and motivated employees.
Through legacy planning, Rick’s team can provide strategies to help you pass on much of your wealth to multiple generations. We can work with you to shape a legacy that reflects your goals, wishes and values. Our legacy planning can help ensure that your wishes are fulfilled by passing on your wealth to future generations, and/or your favorite charities and causes.