OurServices
What We Offer
There is no one-size-fits-all approach to financial planning. At Succession Wealth Planning, we offer a comprehensive suite of services designed to address every dimension of your financial life — from protecting what you’ve built to planning what comes next.
Business Planning
Running and eventually transitioning a business is one of the most complex financial challenges there is. We help business owners think strategically at every stage — from protecting key people to planning a seamless exit. Our business planning services include:
Buy/Sell Funding
Key Person Plans
Succession Planning
Corporate Retirement Plans
Executive Benefits
Exit Planning
Investment Planning
Your financial life is bigger than a portfolio. We take a holistic approach to investment strategy, integrating tax considerations, cash flow management, and long-term goal setting into a cohesive plan that evolves with you. We offer access to:
Managed Accounts
Traditional IRA
Roth IRA
SEP-IRA
Simple IRA
Educational IRA
Brokerage Accounts
Insurance Planning
A strong financial plan includes protection — not just growth. We help clients identify the right insurance strategies to safeguard their income, their families, and their futures. Our insurance planning services include:
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Fixed and Variable Annuities
Workplace Benefits Planning
For business owners and employers, the right benefits package is both a recruiting tool and a retirement strategy. We help design and manage plans that work for your team and your bottom line:
401(k) Plans
403(b) Plans
Defined Benefit Plans
Cash Balance Plans
Profit Sharing Plans
Worksite Insurance Plans