Our Services

 

Preserving and growing your financial wealth requires sound counsel and expertise in a number of areas.

At Empire Financial Architects, we can offer you and your family a broad range of services.

Estate & Legacy Planning

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Goal Setting

Our unique approach provides knowledge and clarity to help you make clear and confident financial decisions in today’s dynamic market. We look at where you are financially today to help us determine how to achieve your goals for the future, and we work closely with you to develop an integrated plan. Throughout the process, our focus will be on giving you peace of mind and helping you get to the next step in your life, while properly managing your resources. 

Family Protection

We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Executive Benefits

Most businesses are successful due in large part to talented executives. We can suggest a variety of benefit packages to help you retain key employees and attract new ones.

 

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Wealth Management and Retirement Planning 

At Empire Financial Architects, we design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Philanthropy

We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.

Business Succession and Exit Planning

Your life’s work is often one of your most valuable assets. We’ll help you find ways to protect that asset and ensure its viability well into the future.

 

 

 

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