In order to plan for the distribution of assets, it is important to develop and adhere to a comprehensive, dynamic estate plan. The blueharbor wealth advisors’ team, in conjunction with clients’ estate and/or tax attorney, will guide clients and help them establish the most appropriate protection and transference vehicles to ensure that their estate is prepared for distribution with optimal security and efficiency.
As an independent firm, blueharbor wealth advisors represents over 50 life insurance companies, and employs the best-of-class underwriters to ensure the most efficient market evaluation, product selection, and appropriate recommendations. Whether you are planning for wealth preservation, tax efficiency, risk management, liquidity, or planning to efficiently maximize and transfer wealth to future generations, we will tailor a plan specific to your individual goals. One that will help you meet your milestones and enjoy a well-earned sense of financial strength and security.