Postillion Wealth Management, LLC

About

Postillion Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives, with an approach that not only focuses on wealth management, but also on the significant effect of taxes on the accumulation and distribution of wealth.

We are a synergistic team of financial professionals, with diverse knowledge and skills, serving the wealth management needs of successful individuals, professionals, and independent business owners.

We provide our clients with some of the most personal service available. Regular communication with our clients is a cornerstone of our commitment to keeping you informed and educated on the changing tax and estate laws, markets, and the economy.

Our Services Include:

* Complete Managed Money & Investment Advisory Services (fee based, through IFP Securities LLC)

* Tax planning strategies for business owners, corporations, and high-net worth individuals, including leveraging tax-advantaged benefits for wealth management and potential investment opportunities

* Corporate Buy/Sell Agreements

* Estate Planning and Wealth Stretching for Multi-Generational Growth & Disbursement

* Life Insurance Products & Services (including long-term care)

* Comprehensive Retirement Planning Services (distribution management, cashflow, taxation, estate planning and wealth transference)


Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA (www.finra.org) / SIPC (www.sipc.org}. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Postillion Wealth Management, LLC are not affiliated.

Third party posts found on this profile do not reflect the views of Independent Financial Partners and have not been reviewed by Independent Financial Partners as to accuracy or completeness.

See www.postillionllc.com for states where we are licensed to do business.

Keywords

estate planning, investment advisory, cash balance plans, db plans, life insurance, managed money, wealth management, key person plans, executive compensation, business owner plans, nqdc plans

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