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Private Wealth & Estate Planning Services
Tax and estate planning consultants and private wealth counselors work in partnership with Plater Financial Inc. and are an exclusive team of experienced and dedicated investment and tax professionals who will provide additional advanced assistance with innovative, customized financial solutions in the following areas:
· Investment planning
· Estate planning
· Wealth transfers
· Estate equalization
· Estate maximization
· Buy-sell structuring
· Executive compensation
· Business loan protection
· Key person protection
· Succession planning
· Retirement planning
· Charitable giving
· Living buyouts
