Personal Solutions

Family Protection

Major areas of concern for family protection are premature passing of a mother or father or total permanent disability of either spouse. Your Clermont Wealth Strategies Advisor works with you to ensure that in either of these events your family has the ability to maintain their lifestyle and achieve the goals of the family.

Wealth Transfer Planning

Many successful business owners and professionals have generated substantial income and assets over a lifetime, but rarely put strategies and tactics in place to maximize the transfer of these assets to the next generation or charity. We provide comprehensive estate analysis and planning for the orderly, sensible and timely transfer of wealth to your intended beneficiaries.

Long-Term Health Care Planning

As we age, we increasingly face the prospect of losing our ability to remain completely independent for the balance of our lifetime. We provide creative and specialized options to protect wealth and defend assets against threats to long-term health care expenses.