Advanced Strategies & Design, LLC
Our Firm has recruited the very best talent in the Industry for High Level Business and Estate Planning. This includes a holistic approach whereby we ensure that all we recommend is designed to complement any and all desires our clients have, as well as any current planning that has been completed. We are a Specialist Firm that only works in the high net worth markets where our clients have accumulated assets typically in the millions. The vast majority of our clients are Business owners, or were at one time in their life. Our clients typically range from 40 – 85 years old, as do most Business Owners and we have clients all over the United States.
We specialize in strategies that are designed to minimize income, gift and estate taxes, which allow our client’s to leverage their life’s work. While some of the techniques may seem complicated, our unique ability is to take complex problems and boil them down into simple solutions that are understandable to our clients and provides the peace of mind and comfort that is sought when exploring financial areas that are usually outside the realm of their own business or expertise. The Principals have an average time of service in high net worth and business planning of over 30+ years each. They each have uniquely different strengths that complement our business model, as we have come together to serve and provide creative, logical, and prudent solutions to clients who have uniquely challenging decisions to make.
For additional information please contact us: Laura L. Davis, CLU, ChFC, RFC Advanced Strategies & Design, LLC 9450 W. Bryn Mawr Avenue Suite 250 Rosemont, IL 60018 Phone: (847)701-1223 Fax: (847)233-0707
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