Advanced Planning

Planning to protect your business and your personal life.

Advanced planning is a partnership between insurance and wealth preservation - taking the best of both worlds to create a safe haven for your financial future and the ongoing health of your business.

To schedule an appointment to discuss your needs, please contact a SpiritFinancial representative at (918) 295-7415 or by e-mail.

Keys to Successful Advanced Planning


Business Succession Planning and Estate Planning

A business succession plan can address personal financial needs, minimize taxes and avoid tax pitfalls when transferring ownership, allow for future growth, and provide contingencies for the unexpected.

It's never too early to start planning for the future of your company through:
  • Business Succession Plans
  • Buy Sell Agreements
  • Executive Bonus Planning
  • Key Person Insurance
Preserve, protect and promote the value of your business - start this discussion today.

Estate Planning allows you to address health care issues, property decisions, potentially minimize taxes and legal hassles, and arrange for the care of loved ones. Is the only mechanism to ensure that your wishes are carried out when you die.

Plan to protect your current wealth and future income, using:
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Business Disability Insurance
To schedule an appointment to discuss your needs, please contact a SpiritFinancial representative at (918) 295-7415 or by e-mail.

 

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with SpiritFinancial or SpiritBank. SpiritFinancial is not A Registered Investment Advisor.

This site is published for residents of the United States only. Registered  representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

Not a deposit of SpiritBank or bank guaranteed and may lose value.  Not insured by any Federal Government Agency.

Not FDIC Insured.

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