Advanced Planning Center

Tax Planning

At Pinnacle, we have extensive experience in the retirement planning arena, specializing in tax-advantaged qualified plans as exit strategies for high-net-worth clients. Our team partners with advisors to provide individuals with preferred solutions that are designed to achieve large income tax deductions. When your advisors partner with us, they will receive support from inception to implementation.

Executive Benefits

In every business, there’s at least one person whose absence would result in financial difficulty for the business owner. Our executive benefits department focuses on identifying a business’s key person, then crafting custom plans designed to ensure their continued employment. And, if a key person gets disabled or otherwise finds themselves unable to continue working, our experts can also help set up a fund to help the business owner recruit and hire a new key employee to take their place.

Business Succession Planning

Your advisor’s client’s company deserves to reach its maximum potential, and Marshall & Stevens aims to provide your advisors with any and all of the resources they need to get it there. Marshall & Stevens will work with your advisors to draw up a customized plan designed around their client’s specific needs and goals for his or her company — whether that involves designing a succession plan or a plan on how to increase the value of his/her business for a potential sale.

Life Settlements

Ashar Group partners with financial professionals/fiduciaries and their clients to uncover the life settlement asset value of currently held life insurnance to create liquidity for investments and other planning opportunities. Ashar manages a competitive policy auction between institutional buyers to get the best value for your client. Their proprietary platform consists of pricing, underwriting, and compliance specialists to help support, protect, and grow your client's business.

Not assigned to a business consultant?