At TransAtlantic Financial Group, we provide Life Insurance Solutions and Strategic Planning that Create, Preserve, and Distribute wealth.
Our Services
Insurance Planning
Analyze the pros and cons of each life insurance product available to determine the most effective coverage for your specific situation.
Estate, Gift, & Trust Planning
Work closely with your legal and accounting advisors to create a plan that ensures your wishes are accurately carried out and completed in the most tax efficient manner.
Preserving & Transferring Wealth
Craft tax-effective gifting programs using family limited partnerships, charitable trusts, generation-skipping trusts, and other effective mechanisms.
Executive Fringe Benefits
Executive Bonus Plans
Split-Dollar Insurance
Deferred Compensation
Non-Qualified Benefits
Premium Financing
Two sperate and distinct methods that require intuitive planning for a sound exit. We have lender relationships and sanctioned insurance carrier programs.
Health Care Benefits
Medical Insurance
Disability Insurance
Long Term Care
Overseas Medical Plans
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