SPS is a network of professionals that are
dedicated to seniors. SPS helps seniors organize their financial
information (along with other licensed professionals) to develop a
coordinated plan to:
• Preserve asset values
• Improve return on retirement savings
• Prevent loss of principal
• Protecting your Retirement Savings from the cost of long term
care
• Reduce or eliminate Estate Taxes, which can be as high as 50%
of your estate value
• Avoid expensive probate court processes
• Financially protecting you and your family
We review our client's entire life situation
and create a plan that integrates all aspects of our client's
financial well-being, including the following:
• Investments and Financial
Planning
• Life Insurance and Annuities
• Long Term Care Insurance
• Alternate Long Term Care Financing
• Income Replacement Strategies
• Reverse Mortgages
• Wealth Protection Planning
We coordinate the advice of other professionals
and act as a laison between our client's and accountants, attorneys,
and others. To:
• Minimize taxation
• Minimize estate taxation
• Avoid probate court processes
• Develop comprehensive investment plans
• and MORE.
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