EXPERIENCE MATTERS.

The Independent Advanced Planning Group provides long-term financial protection strategies for your family, your business and your future.

Our independence enables us to offer advice in your best interest, guided by our fundamental principles of integrity and conservatism.

Our business is dedicated to what matters most: You.

Protect What Matters Most

Historically, high-net-worth families that failed to implement a financial protection plan have lost up to 50% of their wealth to estate taxes, and often more when assets are divested under pressure and below fair market values.

Fortunately, there are a number of different estate planning and business continuation strategies that families can employ to efficiently protect their assets and reduce or eliminate the impact of taxes and other costly events.  

For business owners, the current economic climate has created an attractive environment in which to take advantage of lower business valuations coupled with low interest rates and high gifting allowances.

Starting the planning process is straightforward, and the Independent Advanced Planning Group will guide you through the comprehensive process in a manner that allows you to remain focused on your existing business, your family and your lifestyle.

We start with a simple review of your current plan, including existing insurance coverages that you may already have in place. Through this process we gain an understanding of what is important to you, and we are able to design a plan to protect your priorities.

By completing your planning work, you will feel secure knowing that you are protecting your family and business assets from unforeseen events which could potentially undermine everything you have worked to create.