Suncrest Strategic Advisors is a firm comprised of highly seasoned professionals who specialize in wealth accumulation and transfer, using strategies and tactics designed around business succession, executive compensation, employee retention, asset protection, retirement planning and estate planning. Through our in-house professionals and outside relationships with local, national and global law firms, accounting firms and financial institutions, we identify and facilitate high-impact strategies to meet our clients’ objectives.
Our firm works exclusively with business owners, highly paid executives, and affluent individuals and families. This fact allows us to focus 100% of our efforts on finding solutions applicable to this niche. The typical financial professional works with a more broad spectrum clientele and isn’t able to devote the time needed to serve the highly specialized needs of the affluent. Additionally, our team consists of a network of individuals who are among the brightest in their respective professions.
The bottom line is that through our focused concentration and dedicated resources, we find the solutions to meet your needs where your current advisor(s) may not have had the experience, connections, tools or resources to accomplish your most pressing financial goals. We are happy to educate and work with your current advisor(s) on the planning we may recommend for you.
Although we cannot give legal or tax advice, we believe all plans or strategies we recommend are in compliance with all applicable laws. We welcome and encourage you and/or your local advisor(s) to go through the due diligence process on the strategies or techniques we recommend for you.
Suncrest Strategic Advisors does not bill for its consultation work. Our firm utilizes innovative planning techniques that are designed to meet our clients’ objectives. Each plan or strategy recommended for you may have unique costs specific to its implementation. Such costs will be discussed by the professionals responsible for the implementation of the planning needed.
No. We occasionally conduct conference calls with our clients and/or their advisor(s) prior to meeting in person, which occurs many times at the client’s office or that of their attorney or accountant. We treat every case on an individual basis, and often travel to meet our clients. Of course, you are always welcome to visit our offices.
Yes. We have found that it is beneficial to all parties involved to include the local advisors who will be part of the decision-making process. Suncrest will work with your advisors to provide the best solutions possible and to accurately determine which plans or strategies may best fit your needs.
First and foremost, we want to fully understand your goals and objectives. This is accomplished through face-to-face meetings and/or telephone communications. Then, our firm and our team of skilled advisors will research potential solutions, crunch numbers, design plans, and bring back a proposal for your review. The proposed solutions are presented to you, typically in person, and an explanation is provided regarding any costs and the resulting benefits.
Suncrest Strategic Advisors works with all types of business owners, highly paid executives, and affluent individuals and families to deliver bottom-line results. Please speak with us to determine if we are the right fit for you.
Our firm has access to a vast array of innovative strategies, techniques, plans and products, and we use these to structure solutions that are unique to the circumstances of each client. Listed below are just some of the tools we might creatively utilize in order to accomplish your objectives:
- Traditional, Specialty, and Fully Insured Defined Benefit Plans
- Cash Balance Plans
- Deferred Compensation Plans
- Tax-Free Retirement Options
- Leveraged Bonus Plans
- “Golden Handcuff” Plans for Key Employees
- Section 162 Executive Bonus Plans
- Employee Stock Ownership Plans (ESOPs)
- Profit Sharing Plans
- New Comparability Plans
- 401(k) Profit Sharing Plans, and other Defined Contribution Plans
- Premium Financed Life Insurance (many financing approaches are available)
- Professional Business Valuation
- Buy – Sell Agreements and Funding Options
- IRC Sec. 79 Plans
- Split Dollar Life Insurance Plans
- Sale of Unwanted Term Policies for Cash (when qualified)
- Estate Planning Tools (GRATs, IDGTs, FLPs, CLATs, CRTs and others)
- Charitable Gift Annuities
- Commercial Tax Deferred and Immediate Annuities
- Annuity Arbitrage
- IRA and Pension Rescue Plans
- Life Settlements
- Traditional Long Term Care
- Hybrid Long Term Care Plans
- Disability Income
- Business Overhead Expense
- Disability Buyout Insurance
- Traditional and Specialty Life Insurance Plans
- Impaired Risk Life Insurance Solutions
- Wealth Transfer Techniques
- Estate Tax Evaluation, Funding Solutions and Dynasty Trust Funding
Please contact us toll-free at (888) 827-0146 to find out more information on these and other planning tools. As an alternative, you may send your inquiries or requests through this contact form.
No Tax, Legal, or Investment advice.