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Transferring Wealth

During your retirement years, you are likely not only focused on preserving your wealth, but also ensuring you can efficiently transfer it to your family and heirs. Empire Asset Management Group may assist you in taking the steps necessary to conserve and distribute your assets for the benefit of your loved ones.

Estate Planning

Many individuals and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have the most dramatic impact on one's family. We can assist you in articulating your estate planning needs, and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Financial Organization

It’s not uncommon for one family member to be in charge of all financial documents and accounts. However, this can make it difficult on the rest of a family when it’s time to transfer that wealth. With the goal of ensuring a smooth transition, we help you aggregate all of your financial documents and policies in one secure place.

Investment Management

We seek to ensure the risk of your investments are being properly managed and that you are preserving wealth to last during your retirement years, while growing it for the next generation. During this phase of your retirement years, we allocate your portfolio based on your wishes for your heirs.

Life Insurance

One of the most common reasons for buying life insurance is to replace a loss of assets as a means to a legacy for your heirs. You can leave behind a legacy for your family and may feel more confident in your family's financial future. We can help you determine opportunities for incorporating life insurance into your estate and opportunities for reducing estate taxes.

Long-Term Care Insurance

The predominant reasons for long-term care insurance are to help preserve wealth, protect against rising costs of long-term care, and cover costs that Medicare will not cover. We can review your situation and help you decide if long-term care insurance is appropriate for you.