Services| Wealth Planning & Strategies : • Wealth Transfer • Gifting • Business Succession • Financial Planning • Estate Planning
• Wealth Diversification • Pre/Post Business Sale • Multi-Generation • Pension Optimization • Executive Compensation • Family Office Development • International Wealth • Philanthropy • Private Foundations
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Compensation & Retirement : • Design & Administration • 401(k) • Pension/Profit Sharing
• Deferred Compensation • 412(i) • Tax-Deductible Employer Plans
• Retirement Distribution • ESOP | Employee Benefits : • Group Health • Group Dental
• Group Life • 529 Plans • Pre-Tax Premium Plans
• On-Line Enrollment • Benefit Analysis & Design • Executive Benefits |
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| Life, Disability, & Annuities : US Domestic : • Estate Tax
• Wealth Shifting • Tax Deferral Business : • Key Person • Executive • Buy-Sell International :
• Offshore Private Placement Structuring
• Private Placement Life & Annuity Design & Brokerage | Individual Asset Management : • Size A Accounts ($25k-$250k) • Size B Accounts ($250k-$2,000,000) • Family Office Services
($2,000,000+) • Qualified Plan Management
• Private Placement Management
• Corporate Accounts | Elder Planning : • Long Term Care • Retirement Distribution Maximization |
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Site: Indax