By Boyce F. Lowery, CLU®, ChFC®
Wealth is fragile. Amassing it is sometimes a function of good planning and sometimes a function of serendipity. Preserving it, however, is always a function of good planning. Regardless of one’s knowledge of finance and investing, we all are aware of how delicate our finances are, and how quickly they can change. This is what drives some people to seek the professional advice and support of a financial advisor, and this is where we step in to help.
Suncrest Advisors is an insurance and business advisory firm dedicated to providing financial security and peace of mind to business owners, executives and professionals, and high net worth individuals across the United States. With more than 40 years of experience in the financial services industry, I founded Suncrest Advisors because I wanted to lend my experience as a business owner and advisor to others.
Who We Are
In building Suncrest Advisors, I carefully vetted a number of professional referrals in order to grow my network of expert advisors. Today, the Suncrest Advisors team includes insurance professionals, ESOP experts, financial planners, wealth advisors, attorneys, investment bankers, business brokers, lenders, captive insurance company experts, life settlement brokers, tax professionals, valuation professionals and others in their particular field of expertise.
Through one firm, you have access to independent professionals from various fields, all of whom have one thing in mind — to best serve your needs through a collaborative effort. As problem solvers by nature, we enjoy helping people who, like ourselves, have worked hard, achieved success, and want a secure future.
Who We Serve
While we serve a diverse range of clients, the vast majority are successful business owners, executives, and professionals. They have worked hard in their career to get to where they are today, and they are generally focused on one or more key drivers:
- Growing their business
- Safely growing and protecting their assets
- Minimizing taxes
- Attracting and retaining key employees
- Having a succession plan in place that protects the business, its employees and the family of the owner(s)
- Planning their timely exit from their current business in a tax efficient manner
- Efficiently transferring their wealth to the next generation
Our firm revolves around serving these needs and similar ones, which is why we offer such a diverse range of expertise, from life insurance audits and estate planning to key man insurance and funding buy-sell agreements. We believe tax diversification is an important factor in one’s planning just as asset diversification is important.
Regardless of the services we offer, our overarching goal is to provide peace of mind that the areas of planning we addressed are top of class in terms of advice and eventual result.
Why Clients Choose Us
Ultimately, we offer expertise, advice, and professional referrals to address a range of our clients’ most complex business and planning issues around wealth accumulation, protection, and transfer. We do this by listening, by understanding, and by educating our clients on options and solutions they typically do not have time to research and find on their own.
Many of our clients tell us that they recognize how much we care about their goals, and how comprehensive our services are. Our clients understand there are many potential pitfalls with life insurance and other financial strategies, and they value the expertise and advice we bring to the table. And as my team includes independent professionals, like myself, our clients can feel confident knowing that our independence provides them the very best in relevant advice.
Our Goal for You
Wealth maximization and protection are very personal, delicate matters. Success for our team is achieved by lifting each client into a better position than they occupied before they started working with us.
We’re a high-touch team and, while the Internet is a high-tech medium and allows for us to virtually meet with people across the country, we still prefer to come visit with you and answer your questions in person. We serve clients throughout Utah, Arizona and Nevada in addition to other states. We’d love to talk and see how we can help you. Take the first step today by calling us at 888-827-0146 to schedule a phone appointment or face-to-face meeting.
Boyce Lowery is a 40-year veteran and established expert in the insurance industry. As the owner of Suncrest Advisors, he aims to provide financial security and peace of mind to business owners, executives and professionals, and high net worth individuals across the United States. Along with more than four decades of experience, he is a Chartered Life Underwriter® (the premier designation for insurance professionals signifying specialized knowledge in life insurance and estate planning) and a Chartered Financial Consultant® (known as the advanced financial planning designation). To learn more, visit https://suncrestadvisors.com/ or connect with Boyce on LinkedIn.