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Estate and Business Planning


business relationship

Business Planning Services Provided:

• Business Continuation / Succession Planning
• Buy-Sell Agreements
• Executive Compensation Strategies
• Executive Financial Protection
• Key Person Life

 

Selecting the right business & estate advisor is an important decision for you, for your business and for the estate you have built. It is important you choose your advisors diligently and know how to compare our advisors against others.

We believe there are three objective standards of comparison that will help you to select the right business and estate advisor:

Professional Knowledge:


 

Staying current on changing features and tax consequences is essential to providing you with sound, practical and timely advice. If your advisor has not obtained or maintained the appropriate designations, you may be putting everything you have worked hard to earn and save at risk.

Our business and estate planning team members maintain high levels of education standards and professional development to make sure we are aware of current of the changing market. Our professional advisors hold designations including;

In addition, we maintain membership in the Society of Financial Service Professional as well as a member of fi360, a national accredited fiduciary. Some of our professionals are Investment Adviser Representatives associated with NEXT Financial Group, Inc.

Process:


 

We understand it takes the right mix of personal knowledge about you as much as it does the facts of the situation at hand.

PWA has the process to help you achieve your goals and focus on:

Purpose:


 

 

With PWA’s knowledge and experience, you can be assured that your best interests are of the highest priority. Call PWA today to speak with an advisor about how we can help you.