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Downloadable Resources

How and Why Wealthy Families Use Life Insurance

How and Why Wealthy Families Use Life Insurance

Many people think about life insurance as financial protection against premature death. The death benefit to be paid is a replacement for lost income and helps keep the family going. But most affluent families aren’t overly concerned with income replacement. Instead, wealthy families use life insurance to protect assets because of the specific tax benefits and ROI it can provide.
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Money in Motion

Money in Motion

As a business owner or executive, you recognize the value of hard work and have achieved success through persistence and determination. You also understand that goals are best accomplished using a team of professionals collaborating to bring fresh ideas, innovations and perspectives. When it comes to wealth planning, it’s vital to take the same collaborative approach with trusted advisors to build upon a solid foundation and achieve maximum potential.
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Succession Planning Starts Now

Succession Planning Starts Now

At Granite Harbor, we recommend business owners begin continuity and succession planning as soon as their business comes into existence. We also help business owners create and modify plans as needed, offering guidance to protect personal finances as well as the financial health of the business.
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Retirement Planning with Purpose and Confidence

Retirement Planning with Purpose and Confidence

Whether you are a young executive just starting to formulate a retirement strategy, approaching retirement age, or making the long-awaited transition into retirement, a trusted team of financial advisors can provide experienced and objective guidance to help keep your plans on track.
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Using Life Insurance to Transfer Wealth

Using Life Insurance to Transfer Wealth

Using Life Insurance to Transfer Wealth Life insurance can be a useful tool to accomplish many different planning goals. Specifically, if you are investing for a purpose that extends beyond your lifetime, like preserving wealth for generations to come, then life insurance can be a very attractive investment vehicle. Download our infographic to see how a well-designed life insurance strategy can be a tax-efficient way to transfer wealth and protect your legacy.
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