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Advanced Strategies & Design, LLC
Our Services
One of the benefits of working with us is our unique ability to analyze extremely complex situations and develop strategies that are easy to understand and communicate those ideas to clients and their families.
Specialties:
Financial Planning
Estate Planning
Asset Protection Planning
Business Planning
Succession Planning
Executive Benefits
Compensation Packages for Executives
Retirement Planning
Joint Work with other Advisors
Products:
Life Insurance
Corporate Owned Life Insurance "COLI"
Disability Insurance
Long Term Care Insurance*
Insurance for High Income & Net worth Individuals
Annuities
Investments**
Critical Illness
*Long Term Care is not offered by Guardian or any of its subsidiaries
**Investments offered through Park Avenue Securities
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