Welcome

 

Strategic Wealth Accumulation Team, LLC. (SWAT).

 

creating a successful plan for you and your business requires a coordinated effort. SWAT  works with you to carefully craft your financial strategies.

SWAT  can help you:

  • Create exit strategies to assist you in leaving your business when  you want to and on your terms.

  • Design and implement a business continuation plan to help preserve your business in the event that a partner or owner dies, becomes disabled or leaves the business.

  • Develop exit strategies to help maximize your financial return, reduce your income tax liability and increase the chances of a successful transition.

  • Implement strategies to help you recruit, reward and retain selective key employees.

  • Design nonqualified benefit plans for selective employees, to overcome the limitations placed on them by qualified retirement plans.

  • Create strategies to close the "retirement gap" successful owners, executives and professionals generally experience.

Whatever the situation SWAT stands ready to assist with personalized analysis and recommendations to find the best solutions for businesses and professionals to meet their financial goals.

 

 

 

 

 

112 Lake Avenue

Orlando, FL 32801

 

Phone: 407-426-8818

Fax: 407-426-7854

 

 

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