Private Client Services:
Advisory Services and Evaluation
At InvisionBenefit, we evaluate clients’ financial needs and design personalized plans that suit their goals. Our firms work alongside clients’ tax and legal advisors to develop efficient and effective estate and succession plans that offer flexibility and stability. We offer clients estate planning & wealth transfer products and services that protect and preserve wealth.
We have developed relationships with leading financial product manufacturers to enable access to an ever-increasing array of products and services. Our open architecture platform allows us to offer clients the resources and tools best suited to their particular needs. Your ability to successfully manage risk is a key factor in protecting and planning for your wealth. But determining how much insurance you need and what type you should buy is a complex and often confusing task.
Your ability to successfully manage risk is a key factor in protecting and planning for your wealth. But determining how much insurance you need and what type you should buy is a complex and often confusing task.
Invision Benefit will evaluate current policies and determine whether they are the best fit for your personal situation.
- Life Insurance
- Individual Health Insurance
- Disability Insurance
- Long-Term Care Insurance
- Property & Casualty Insurance
- Prevailing Wage / Fringe Benefits
- Business Continuation
- M & A / Due Diligence
- Energy Procurement