Wealth Management Services/Financial Planning
Stjarna Rorsman LTD, our Vendor, will provide a custom financial plan consisting of a written evaluation and analysis of the information provided by the Client regarding the Client’s financial goals, objectives, and current situation. Stjarna Rorsman LTD will provide to the Client specific recommendations which may include but are not limited to the following:
- Tax Planning
- Risk Management
- Investments
- Insurance
- Educational Planning
- Employee Benefits
- Estate Planning
- Cash Flow Analysis
- Financing Options
- Charitable Donations
- Tax Preparation
- Corporate or Business Coordination with personal situations
For More Information contact us
Toll Free: 1-877-224-0438
LUTHERAN COOPERATIVE NETWORK
P.O. Box 180
Michigan City, MS 38647
www.lutherancoop.com
Expertise in corporate, individual and private. Enrolled agent authorized to practice before the IRS and enter into offers of compromise between a client and the IRS in tax disputes and audits. Advanced tax saving techniques and knowledge of tax shelter, retirement plans and little understood legal deductions.
Customized plans to fit your individual goals, objectives and financial personality. Day to day management of your plans available or in an advisory role only. Provide a total financial blueprint to realize your objectives. Expertise in tax reduction, investment management, retirement planning, business formation and corporate advisor role.
Private and discreet investment of your assets onshore or offshore.
Handling all your financial needs such as investment management, health insurance, life insurance, property and casualty insurance, retirement benefits, private annuities, estate planning, trust management and property management.
Our company manages all this for you so you can concentrate on the important things in life; your family, business, retirement or just relaxing and enjoying life.
Trust management of family assets to assist family members with day to day expenses and income, or a stay in an assisted care or nursing home facility.
Trust management of assets for minors or beneficiaries with spendthrift conditions needing professional supervision or management.
Preparation of estate planning documents designed to avoid payment of death taxes, probate and the unnecessary delay of the transfer of your assets to your named beneficiaries.
Advanced estate planning techniques for asset protection in the event of a lawsuit or judgment rendered against you or a family member.
Using investor equity and conventional financing to construct, purchase and/or renovate apartment complexes for elderly, multi-family or vacation resort condos.
Expertise in real estate management of high rise projects, scattered sites and vacation condos. Onsite management by skilled professionals under our control and/or guidance. Regular visits of site and projects to ensure project future and comfort. Experienced and certified with HUD.
The ultimate in Asset Protection, Tax Savings and Estate Planning. You can have your assets legally offshore, but investing in US stock companies, US treasuries, your local bank's CDs and local real estate so there is no "location" risk; or you can invest in opportunities outside of the USA using legal techniques to defer, eliminate or reduce your taxes during your lifetime and at your death. Offshore trusts and IBC’s (International Business Corporations) can accomplish so much in conjunction with a family limited partnership. This is a complicated "beast" of the financial and tax area, but it is manageable, very cost effective and it works! Stjarna Rorsman will guide you through the Offshore market for investments, trust management, tax avoidance and asset protection. Remember, tax avoidance is not illegal. It is using the IRS tax code with offshore countries with treaties or agreements with the USA on taxes, judgment awards and estate planning issues.
Asset protection, estate planning, diversification of assets and above average yields can be realized with participation in ownership of offshore real estate within a single unit or as a member of a group owning multiple units in a resort or hotel. Tax advantages can be realized if additional steps are taken through legal means to defer income and capital gain. Onsite management, excellent rental histories and great locations make the properties a good investment choice. The thrill of vacationing at your own property or recommending it to your friends cannot be understated. These are sound financial investments in well known world class vacation resort destinations.