Plan
Protect
Preserve
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Rooted through our extensive network of professionals with decades of experience and unique insights, we provide a keen understanding of the 8 Point Strategies for success in financial life planning.
ABOUT US
We provide a holistic approach to life planning by developing personalized financial strategies for each client. Our areas of expertise include wealth preservation, wealth enhancement and wealth transfer. These fundamental
8 Point Strategies include asset protection, estate and legacy planning, investment management, life insurance, real estate strategies, retirement planning, risk management and tax mitigation.
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Our team at 8 Point Consultants together with our strategic partners understand the significance of building enduring relationships to deliver solutions that ensure long-term protection and investment success. As your trusted partner, we strive to protect your family, business and financial assets by promoting their growth and ensuring a lasting legacy.
OUR SERVICES
WEALTH PROTECTION
The fundamentals of wealth protection first involve proper cash flow management, estate and legacy planning, risk management, and tax mitigation. Areas of focus include trusts and wills that protect assets such as real estate and financial investments; life insurance that not only protects your heirs in the event of an unexpected tragedy, but also your accumulated wealth by having a comprehensive financial life plan; and tax diversification to ensure you are keeping more of the money you earn or acquire.
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We emphasize proper property and casualty liability limits, cash flow management and debt elimination strategies that ensure proper life insurance coverage and essential estate planning documentation is in place.
WEALTH ENHANCEMENT
The essentials in wealth enhancement include strategizing available tax-saving investment tools by diversifying your portfolio through unique real estate strategies, retirement planning, tax mitigation, and financial investment management. We also provide tax mitigation strategies and solutions for high income earners and business owners that increase wealth retention.
WEALTH
TRANSFER
A properly structured estate & legacy plan will help ensure an efficient transfer of wealth. The best way to ensure this occurs is to keep it current and make sure it reflects all of your life changes on a yearly basis. RMD tax planning and long term care are other measures that need to be addressed when evaluating the transfer of wealth. Advanced business planning for business owners of companies large and small is crucial by utlizing valuations, buy/sell agreements and a succession plan.​​