• Employee Benefits
  • Corporate Retirement Plans
  • Executive Benefit Programs
  • Wealth Transfer Funding
  • Business Succession Planning
  • Personal Planning
  • Wealth Transfer Funding

    The protection and transfer of assets from a business or from one generation to the next is an essential component of financial planning for many clients. Successful wealth transfers involve a coordinated effort between advisors to facilitate an orderly and economical process. Spitzer & Associates has vast experience in working with other professionals to ensure all parties work together for the benefit of our individual and business owner clientele.

    We recommend funding vehicles for numerous types of personal and business needs involved in the transfer of wealth or assets.

    • Business Succession Agreements
    • Debt Collateralized Life Insurance Coverage
    • Disability Buy-Out Programs
    • Estate Plan Funding
    • Employee Stock Ownership Plan (ESOP)
    • Premium Financing
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