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Our Planning Process
Wealth Management Presentation

 

Benefits Planning

The benefits you provide to yourself and your employees are an important supplement to a total compensation package. Properly drafted, an attractive benefit package can help to retain valuable employees.

In order to do as much as possible to retain your key employees, providing important benefits can assist them in reaching their retirement objectives.

• Review current benefits package
• Review savings and investment plans
• Analyze pension and retirement options
• Analyze and audit life, health, and disability policies
• Maximize benefits to owners and key employees
• Determine cost effective strategies to protect estate
• Coordinate with income tax, estate, insurance, retirement, and business planning
• Implementation assistance

    

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Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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