You planned well for your retirement and accumulated significant wealth. You may have been more successful than you could have ever imagined during the accumulation phase of your financial plan. Now, not all of your wealth may be needed during retirement, and focus can be shifted to transferring these “excess assets” to your heirs and creating a lasting financial legacy.
NFP understands the challenges and risks associated with helping you structure and manage your wealth. Our firms are experienced in developing complex strategies to address your unique needs, including: