Planning Services
“Talent wins games, but teamwork and intelligence win championships.”
-Michael Jordan
Premium Alliance provides planning solutions for business owners and the affluent. It takes a premium team to execute a plan at this level. Premium Alliance offers you over 200 years of experience to reach your estate, succession, and financial planning goals. From discovery to deployment, our team will support you every step of the way.
Our team will assist you through 4 steps to creating a plan to protect your future:
Discovery - The team work begins right away as we meet with current financial professionals to determine prevailing goals. Good information at the beginning allows for amazing solutions at the end!
Design - A clear path to success, based on the specific goals discussed in the discovery phase, begins to take shape. Clearly illustrating intent with each proposed action will ensure every step laid out in the plan is leading to the end goal.
Delivery - Education is key in implementing a beneficial plan. We ensure all parties are 100% educated on the pursuing path. This allows for a seamless process and complete comprehension of why this is the ultimate path to success.
Deployment - Once all parties agree on the appropriate course, the work begins! With the combined team effort of tax professionals, attorneys, banks, insurance carriers, and current financial professionals, we begin implementing the plan into action.
| For the Affluent Client | For Business Owners |
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Creating tax efficient retirement strategies |
Succession Planning Creating tax efficient retirement strategies Key Person / Buy Sell Agreements Healthcare Plan Analysis |
With a diverse collaboration of experienced professionals, Premium Alliance is dedicated to ensuring your unique and personalized plan is executed and maintained to continually meet your goals.