Savvy financial planning is the skilled translation of an individual’s life priorities and present circumstances into sound fiscal actions. For successful individuals and their families, top class planning is critical, as their financial affairs are dynamic and complex.
Skillful plans draw together expertise, current strategies and tax knowledge. A successful recipe of varied ingredients may include analysis of: cash flows, business asset valuations, investments, real estate holdings and taxation, while utilizing life insurance and financial planning strategies to complete the process.
Sorrell Financial (SFI) specializes in providing unique custom designed life insurance products - an integral component of comprehensive financial plans for high net worth individuals and families. SFI employs a team of chartered accountants, lawyers, chartered life underwriters and other professionals whose technical expertise integrates the deep knowledge of insurance based strategies to the circumstances of each client in a collaborative way. This allows SFI to effectively team with other lead financial advisors representing the client.
To illustrate the benefit to clients, the following planning situation(s) address different circumstances. Each solution is the product of the unique experience and expertise of the Sorrell team. Please note that we are endeavoring to highlight in clear, simple terms (as much as possible) the concept(s) and benefits of each strategy while also profiling how our team adds value. These examples show only a narrow scope of the planning strategies SFI employs in order to support the essence of Sorrell’s approach. Behind each strategy are technical principles and quantitative support, which will be shared in detail by the Sorrell team on a case-by-case basis.
