Estate Conservation
 

	Wealth Distribution
Trust Funding Strategies		Charitable Giving Strategies
	Business Succession Strategies

Wealth Distribution
Wealth distribution is not just about benefitting from the investments, retirement accounts or other assets you have built. It's about understanding the complex financial issues individuals, families and businesses will face as they progress through the natural transitions of their lives. Whether your goal is to leave a legacy through the passing of assets to your heirs or your charities, efficient wealth distribution requires working with a firm that understands the orderly, equitable and tax-efficient transfer of wealth.

The advisors and financial professionals at Centinel Financial Group, LLC work with you, your loved ones, and your legal and tax advisors to help you design an estate and wealth distribution strategy that operates in an orderly and tax-efficient manner.


Trust Funding Strategies
With an effective trust and estate conservation strategy, you can control your assets according to your wishes, reduce administrative costs, and help ensure proper management of your affairs should you become unable to do so. Our team coordinates with your tax and legal advisors to help you both fund and execute a trust and estate conservation strategy.
 

Charitable Giving Strategies
As part of your estate conservation strategy, or to fulfill your desires for philanthropic support, our team can help you develop charitable or family gifting strategies to help you pass along your wealth according to your desired wishes.


Business Succession Strategies
Our succession strategies for business owners can be tailored to your wealth transfer objectives. We can provide Life Insurance and Disability Income Insurance funding for a Buy-Sell Agreement to help provide for the orderly distribution of a closely-held business if an owner passes away prematurely, becomes disabled or decides to sell or exit the business.

Our financial analysis and recommendations are not intended to replace the need for independent tax, accounting or legal review. Individuals are advised to seek the counsel of such licensed professionals. Centinel Financial Group, LLC, John Hancock, Signator Investors, Inc., nor any of its affiliated companies provide specific tax or legal advice.