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Our Services

SERVICES OFFERED at Fin-Est Wealth & Tax Planning, LLC, a Comprehensive Planning Firm:

  • We offer basic and advanced planning. Advanced planning may need multiple entities such as FLPs, LLCs, S Corps, C Corps, revocable, irrevocable trusts, charitable gifts planning and others. We encourage our clients to engage legal and tax specialists from the start. This process avoids costly mistakes and saves time and cost and to do things right the first time. .
  • We address, Longevity Risk, Inflation (Purchasing Power) Risk, Market Volatility Risk, Loss Of Income Risk, Health Care and Long Term Care Risk, Running Out Of Money In Retirement Risk, Losing the Wealth to Avoidable Taxes Risk and Unintended Beneficiaries. 
  • We educate our prospective clients on the well established solutions to manage the risks.
  • We will review: any existing retirement plans such as 401k, other defined contribution, defined benefit pension,  403b, 457, SEP, IRA, ROTH IRA, and non qualified deferred compensation and if necessary improve them. 
  • We will review plans such as split dollar, buy/sell, disability income, long term care, life insurance etc.
  • Review of Tax Deductible, Tax Deferred, Tax Advantaged plans
  • Business Valuation: This is a highly specialized area. We work with a team of experts to value a business for a number of purposes including asset or equity value, key person insurance and Buy-Sell insurance needs.