The go to person ………………
Future Financials is the go to person to help you build your future financial freedom.
By working closely with the CPAs we are able to help you save money and stretch those dollars.
Life insurance or property and casualty insurance – from the smallest to the largest corporates, every business needs insurance. Protection is crucial for the survival when the business has those difficult moments.
Retirement plans – There are many retirement plans out there for the business man, his business . But which is the right one for your business. We can show you the right plan.
Assets under management – Bringing together specialized active investing and risk management bringing secure solutions to the client
Long term care – From traditional LTC plans to the hybrid policies we have your back. Future Financials has the expertise and the greater choice for its clients.
Qualified plans and Non Qualified plans (CLLC, Split Dollar etc) – Customised to optimize your individual requirements.
Premium Financing – This plan will help you with liquidity.
Multiple entity planning – Steering you and your portfolio to success .
Cost Segregation – Used for tax reporting purposes and to separate personal assets
Conservation Easements -legacy development
Captive Insurance Companies – Ownership , protection and control.
Cost remediation and Cost Procurement. – Keeping you and your business competitive.