Financial Planning and Buy Sell Agreement Assistance for Beverly Hills, CA Residents

For top-quality financial planning, Beverly Hills, California residents can place their trust in Legacy Partners. When you have considerable resources, it is important to make all the right choices to make the most of your opportunities to build on your wealth. The financial planning experts here at our agency have extensive experience assisting high net worth families, so we are ideally suited to provide financial planning for Beverly Hills clients.

This part of Los Angeles has an almost mythical allure, with many luxurious hotels, five-star restaurants, mind-boggling mansions, and high-end shopping opportunities on Rodeo Drive. The list of celebrities that call, or have called, this section of town home is nothing more or less than a star-studded array of talent. We are talking about legends of the past like Lucille Ball, George Gershwin, and Lionel Barrymore, and more current residents like Floyd Mayweather, Justin Bieber, and Nicki Manaj.

It is a true honor to be able to provide financial planning for Beverly Hills, California locals given the magnitude of the responsibility. Plus, in addition to long-term financial planning that looks at the entire picture, we have the ability to establish an education savings plan to set aside resources for the benefit of the young people in your life.

Medicare Supplemental Insurance for Beverly Hills, CA Seniors

Successful people got to where they are because they made sound financial decisions. With this in mind, Medicare supplemental insurance is a very wise investment, because there are significant out-of-pocket expenses that can add up considerably under certain circumstances. This is a form of coverage that we can obtain for our clients.

Beverly Hills, California Estate Planning Experts

People that have accumulated a great deal of wealth have to be very concerned about the potential negative impact of the federal estate tax. This tax is applicable on asset transfers that exceed $11.2 million in value (this is the figure that is in place for 2018). The death tax carries a 40 percent maximum rate, so it is no laughing matter. Our estate planning experts can explain wealth preservation strategies to you so that you can minimize your exposure.

Business Insurance in Beverly Hills, CA

Business insurance is another one of our offerings here at Legacy Partners. We can definitely get you the coverage you need, and we can also help you devise a business succession strategy.

Get in Touch Today!

Give us a call at 855-866-6884 if you are interested in a Beverly Hills estate planning resource, business insurance, financial planning, or Medicare supplement insurance.