Coordinated Plan

For over 2 decades, Randy Schuster has been a highly successful financial advisor and is a member of the prestigious Million Dollar Round Table (MDRT), the premier association of financial professionals. He has carved out a unique niche within the industry by focusing on the coordination of planning. When dealing with closely held businesses, working in conjunction with their qualified tax professional, Randy helps guide his clients through the complex tax code in large to midsize estates, planning for business continuation and succession transfers issues of privately held firms, and wealth accumulation strategies. For corporate clients, the planning elements are crucial to an exit strategy. The focus here is to provide an up-to-date, effective plan that encompasses the goals & objectives of the executive & his family. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. Coordinated Plan, Inc., 500 Linden Oaks, Rochester, NY 14625, 585-899-1200. Coordinated Plan, Inc. is unaffiliated with HTK. 2417144RM-Feb21

网站

https://www.coordinatedplan.com

Coordinated Plan的外部链接

所属行业

金融服务

规模

2-10 人

总部

Pittsford，NY

类型

私人持股