STRUCTURE FINANCIAL GROUP

For Business Owners, we have found many lack collaboration among their professional advisers (CPA, Attorney, Financial Advisor, etc.). They are aware of the increasing complexities of managing their business and need a sound strategy for either continuing or exiting it in a favorable way. The three most likely causes of an exit include death, disability or retirement. Tax planning is another area of focus, where we can assist clients in finding strategies that help reduce future tax liabilities and maximize deductions through their business. The succession and continuity strategies we provide, along with our tax planning, help to uncover opportunities, resolve existing problems and provide clarity through our process-oriented approach... For Individuals, many of our clients have experienced the frustration and complexity of managing and protecting their assets. They lack the time and expertise to implement and monitor a plan, although they believe having a plan will increase their..

Also known as: Structure Financial Group, LLC

Primary location: Columbia United States