At Financial Strategies, LLC, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

Our mission is "to be indispensable in helping our clients make smart financial decisions through uncompromising integrity, trust and personalized service."

As a member of Fusion Financial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Advisor Services, LLC. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,

 


What are the best strategies for corporations to:

What are the best strategies for family businesses to:

What are the best strategies for affluent individuals to:

What are the best strategies for affluent families to:

 

We can help you get the answers you need!*

Financial Strategies, LLC - The Decision Process

 

 *Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements.  The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.