Is it possible to be both generous and strategic? Yes. In fact, making smart financial decisions allows you to do more for the causes you care about. Let’s plan your philanthropic legacy. @CWPMetro #CenterforWealthPreservation
关于我们
We have 6 areas of practice specialization: Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well. Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative. Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government. Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. SpecialCareSM Planning: A unique process built by MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security. The LEAP? System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. * Visit us on: Facebook - https://www.facebook.com/CenterForWealthPreservation/ Twitter - https://twitter.com/cwp_metro CRN201901-207651
- 网站
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https://www.cwpmetro.com
Center for Wealth Preservation, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Syosset，New York
- 类型
- 私人持股
- 创立
- 2004
- 领域
- Financial Services、Life Insurance、Special Care、Disability Insurance和Estate Planning
地点
Center for Wealth Preservation, LLC员工
动态
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Today's employees are looking for more customized benefits packages. But that can be costly. We can help you create an attractive baseline benefits package without blowing the budget. Learn more: https://bit.ly/490C8Eu #CenterforWealthPreservation
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Tax scams are everywhere these days. Watch out for promises of a big payday, threats or urgent requests for payment, misspellings or grammatical errors, and links with odd URL addresses. @CWPMetro #CenterforWealthPreservation https://lnkd.in/g4nWaKXm.
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If you don't own a Disability Income insurance policy and become too sick or hurt to work, everything that relies upon your income could come out of pocket— your pocket. Educate yourself on the effects a disability can have on your savings and let's connect.
Savings and DI
https://vimeo.com/