WEALTH PLANNING FOR HIGH NET WORTH INDIVIDUALS
Working with our network of financial professionals, we help our clients organize their estate plans, transfer assets to the next generation, aid charity, protect their families, create business succession plans, and invest and allocate assets to meet cash flow needs.
Clearpoint consults with each client to understand their priorities, goals related to estate planning, gifting to heirs, and the relevance that insurance products play in the planning process and meeting their goals. We then integrate how these issues connect with retirement and benefits. For senior high net worth individuals, we help clients to determine the validity of financed insurance strategies to utilize unused capacity for insurance (their “insurability”). Age 70 and older clients can utilize shared death benefit arrangements between their estate and a financing group to provide a portion of life insurance proceeds without the premium cost exposure.
Clearpoint provides independent investment advisory services through our affiliated partnership with Carnegie Investment Counselors.
Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clearpoint Advisors, LLC.