Advanced Planning Services

Brown, Brown & Gomberg/CPS’s advanced planning expert will help you discover the most efficient method for maximizing your clients estate while minimizing taxes.  Whether your client is looking for the proper business insurance coverage, looking to have a policy settled in the secondary market or trying to move money from a qualified plan, our in house advanced case design team is here to discuss different strategies for solving complex issues.

We are partnered with top financial firms, have extensive relationships with CPA’s, attorney’s and tax expert’s.  We have the resources and materials necessary to help you.  If needed we are able to participate in joint field work meetings where we visit your client with you.

Below are some of the advantages of our Advanced case Design Services

For more information regarding advanced planning concepts or to inquire about joint fieldwork client visits, please contact Steven Brown CLU, ChFC – (847) 965-4700.