WHAT WE DO

  • Advisors to Attorneys and CPAs
    (Tax Free vs. After Tax Dollars)
  • Asset Management
  • The Business Plan as it relates to your P&L and Taxes
  • Charitable Planning
  • Death Benefit Only Plans
  • Estate Planning/Estate Conservation
    while maintaining control
  • Family Limited Partnerships
  • Key MAN Life Insurance
  • Long-Term Care Insurance
  • Premium Financing Techniques OPS
    (Other People’s Money)
  • Split-Dollar Plans 
  • The Board of Directors Process   
  • The 12 month Review & Planning Process
  • Annuities
  • Asset Protection
  • Business Secession/Continuity Planning
  • Charitable Planning – Wealth Replacements Trusts
  • Employee Stock Ownership Plans (ESOP)
  • Executive Compensation Planning
  • Group Seminars
  • Key WOMAN Life Insurance
  • The Physicians Planning Procedure
  • Seminars to Individuals
  • Tax Preparation
  • Viatical/Senior Settlements

                                 

Copyright © 2012 Financial Engineers. All rights reserved

*Financial Engineers, Inc. does not offer securities. No securities offered through Ted Jacobs acting as a registered representative of IFS Securities, Inc.
.