Wealth Management and Estate Planning

Wealth Preservation & Estate Planning

Our goal is to provide more value to our clients than any other PEO. To that end, National PEO has expanded its service offerings to benefit the principles and executives of the organizations that we serve. These services are provided by The Schwartz Group, a leading wealth preservation & estate planning organization which has partnered with National PEO to provide a unique additional benefit to our clients at no additional charge. The foundation of their service is meeting with clients on a quarterly basis to update estate plans, bring new ideas, and listen to your needs and objectives. They offer the following wealth preservation tools and services designed to protect, maximize and transfer your estate.

"I have always appreciated the personal attention I have received from Rich Schwartz and his team. Their thorough review of my financial profile and long-term goals and their exhaustive estate tax analysis and planning have given me peace of mind that I am maximizing my ability to provide for my family in the future. I recommend them to all my business associates and former teammates."

- Eric Dickerson
Pro Football Hall of Fame, 1999

Estate Conservation
Unless a plan is carefully developed, taxes can dramatically impact an estate. A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. The Schwartz Group works with clients and their professional advisors to analyze current financial status and assess the potential impact of federal and state transfer taxes. With this as a baseline, strategies are developed to meet estate planning goals in coordination with personal philosophies and family needs.

Business Continuity
A lifetime of work goes into the development of a successful business, often making it the client's most valuable financial asset. A plan should be in place to protect that asset and ensure its viability and value long into the future. The Schwartz Group offers innovative strategies for the continuation of the business that address the needs of each family member.

Executive Benefits
Most successful businesses employ talented executives whose contributions to the bottom line are crucial. To ensure continued success, it is essential to attract and retain high-caliber people. The Schwartz Group can suggest benefit packages that effectively retain key employees as well as attract new ones.

Retirement Income Planning
The Schwartz Group can identify a variety of financial strategies that can help clients accumulate assets for the future, such as business related non-qualified deferred compensation plans, qualified retirement plans, and other instruments to provide for a rewarding retirement.

Other Needs
Each client's financial situation is unique. The Schwartz Group addresses a variety of topics such as philanthropic opportunities and financial, business, tax and family issues. For example, many clients fine health issues can make needed life insurance difficult to obtain. A thorough review of opportunities in this area can provide solutions through specialized service capabilities.