Our Services

We help successful professionals, family offices, and financial advisors identify innovative, tax-advantaged solutions to enhance their current financial strategies. In many cases, we help our clients recognize opportunities they didn’t realize were possible or available to them and their families. Some of the specific services we offer include:

Family Protection

We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safe-guard asset transfer to children and grandchildren.

Wealth Planning Solutions

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Retirement Planning

At back9strategies, we design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds. We offer a consistent process to help ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your investments on a continual basis, and adjust and evolve as your needs change.

Philanthropy

Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.