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Planners Who Care |
Our most satisfied clients have come to us through requests to help with estate or business transition planning.
In estate and business transition planning, often taxes, both income and estate taxes, can have a huge impact and creative planning can save
clients (or their children) literally millions of dollars. We enjoy helping our clients understand how they can minimize taxes and maximize family
success after they are gone.
Life insurance is often a financially efficient way to pay some or all of the taxes that can’t
be eliminated through planning because it can be structured to be both income and estate tax free. This means that
life insurance may be part of the planning recommendations to consider but only if it makes sense from a financial perspective.
If life insurance is to be utilized, then we will help the client get the proper type of
insurance for the least amount of premium and be sure it is structured to fit into their overall plan and cashflow constraints.
» Learn more about Estate Planning
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People Helping People |
Aware Financial is built on a foundation of providing superior, personalized client service. Our
goal is to build lasting relationships with our clients and provide value through deep technical expertise.
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"Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community."
--Andrew Carnegie
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