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Our unique approach to your wealth care needs is long-term. We strive to provide solutions to your financial challenges and goals. We are committed to offering you advice in every area of the financial arena. We organize our approach to wealth care around ten key areas of wealth care planning - "Method 10™."
Method 10™ is a systematic process of discovery, analysis and application of wealth care planning tools designed to help you resolve ten crucial wealth care issues you are likely to face. From investment planning and income protection to estate planning and debt management, we help you arrive at a comprehensive picture of your financial situation and devise a plan of action.
Method 10™ Solutions
Investment Planning
- Alternative Investments
- Diversification Strategies
- Customized Asset Management Programs
- Integrated Asset Allocation & Portfolio Design
Tax Planning
- Tax-Advantage Investing
- Charitable Planning
- Trust Services
- Income Tax and Estate Tax Plans
Income Protection & Asset Preservation
- Long-Term Care
- Disability Protection
- Income Replacement
- Creditor Protection
Retirement Planning
- IRA Rollover and Distribution Planning
- Income Protection Analysis
- Lifetime Income Distribution Strategies
- Qualified Plan Design and Compliance
Business Planning
- Business Succession
- Buy-sell Agreements
- Non-Qualified Retirement Plans
- Key Employee Retention
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Estate Planning
- Wealth Transfer and Tax Reduction
- Charitable Giving
- Trust Services
Insurance
- Life Insurance Analysis and Design
- Long-Term Care
- Disability Protection
Education Planning
- Coverdell Education Savings Accounts
- 529 College Savings Plans
- Uniform Gift to Minors Act/Uniform Transfer to Minor Acts
- Trust Services
Special Situations
- Divorce
- Incapacity and Control of Assets
Debt Management
- Creditor Protection
- Efficient Credit Management
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It is our goal to exceed client expectations each and every time we work together. Our standards of excellence draw upon a 5-Star service philosophy in order to build long-term relationships based on trust and respect. At each step along the way, the team at CNC and CNCFG works to make the planning and implementation process as seamless and easy as possible.
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