At The Second Estate, we recognize the immense effort you’ve invested in perfecting your craft and accumulating wealth. It’s only logical that you’d want to retain as much of that hard-earned money as possible, ensuring it’s managed according to your vision both now and in the future.

Creating a comprehensive estate plan requires careful consideration of current and future tax implications. We specialize in helping you navigate the best strategies to maximize your finances, such as using investment-grade insurance contracts and indexed universal life insurance, which grow your investments tax-free while providing accessible funds and a death benefit.

Solutions for Future-Proof Financial Success

Traditional IRA contributions are often invested in equities, bonds, or mutual funds. On the other hand, a self-directed retirement account allows you to take advantage of more investment options. You can invest your money in real estate, private mortgages, precious metals, intellectual property, private company stock, private market securities, and other alternative investments, to name just a few options.