Advanced Planning Strategies
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Our specialist - Vincent Munno
Vincent is an expert for Advanced Financial Strategies tailored to High-Net-Worth Individuals, Business Owners, and Family Offices to implement Income leveraging strategies and superior methods to minimize taxes with Estate Planning Strategies that can impact your family, your church, and non-profit charities.
Toll Free: 800-661-6596 Email: [email protected]
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Vincent Munno, CFP, CLU
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Most wealthy individuals understand the importance of trust planning to ensure their businesses, estates, and heirs are appropriately set up for a smooth transfer of assets during periods of transition.
However, what most are missing out on are ways to use trust planning as a strategy to minimize their tax exposure, stay in control of their assets while they’re still alive, and maximize the legacy that is passed on to their heirs.
In pursuit of ensuring wealthy individuals have access to every strategy available to protect the wealth they worked so hard to build, Universal Financial Consultants trademarked the PremiumLife™ Plus strategy. Traditionally called Premium Financing, this is advanced planning that helps business owners leverage their wealth to secure needed protection, at a fraction of the cost, while still generating returns comparable to other capitalistic ventures.
In pursuit of ensuring wealthy individuals have access to every strategy available to protect the wealth they worked so hard to build, Universal Financial Consultants trademarked the PremiumLife™ Plus strategy. Traditionally called Premium Financing, this is advanced planning that helps business owners leverage their wealth to secure needed protection, at a fraction of the cost, while still generating returns comparable to other capitalistic ventures.
Birdseye Financial works with Universal Financial Consultants to offer you these advanced planning strategies.
