Strategies for Business Owners
The caliber of wealth services your business requires can be achieved only when specialized know-how is paired with a deep understanding of your unique business needs. You need people who understand you … and who bring experience to the table.
Alera Group Wealth Services is a network of offices across the U.S., serving businesses nationwide. Each of our professionals specializes in specific aspects of wealth services, collaborating with colleagues to forge truly comprehensive strategies for you.
Wealth Management
Investment Management
Applying a client-centric approach to craft portfolios that align with your financial goals, accommodating a range of investment sizes.
Legacy and Estate Planning
Helping to plan and implement strategies designed to safeguard your wealth to avoid unnecessary taxes, supporting a smooth transition to the next generation.
Financial Planning
Crafting personalized financial roadmaps that not only match your short-term needs but also consider your long-term financial health and prosperity.
College Funding
Offering tailored strategies to make educational savings more effective, aiming for a bright future for your children without compromising your financial well-being.
Retirement Planning
Navigating complexities such as asset allocation, Social Security benefits and withdrawal strategies in an effort to support a secure and comfortable retirement.
Charitable Giving
Optimize your philanthropic contributions by structuring donations to maximize impact and potential tax benefits.
Wealth Protection and Transfer
Life Insurance for Tax and Estate Planning
Specializing in the strategic use of life insurance for smoother wealth transfer, estate liquidity and tax optimization.
Disability Insurance
Offering income protection solutions against unforeseen disability, ensuring that you can maintain your lifestyle and meet financial obligations.
Life Insurance
Providing policies to protect against potentially devastating financial loss.
Long-Term Care Insurance
Providing coverage that can help lessen financial burdens, preserving both your wealth and quality of life.
Private Placement Life Insurance
Combines asset management and life insurance, specifically designed for high-net-worth individuals seeking a holistic solution.
Life Settlements
Enabling you to trade existing life insurance policies for immediate liquidity, providing financial flexibility when you need it most.
Business Wealth Solutions
Supplemental Executive Benefits
Enhancing your ability to attract and retain top-tier talent with customized additional benefits that distinguish you in the competitive talent market.
Split-Dollar Funding
Offering a balanced dual-benefit Life Insurance strategy that simultaneously serves the financial interests of your company and its executives.
Continuity and Succession Planning
Streamlining the process to ensure a seamless transition and long-term stability, tailored to the specific needs and dynamics of your business.
Deferred Compensation Plans
Providing tax-efficient income deferral options to enhance your executives’ financial futures while strengthening their commitment to your organization.
Key Person Life Insurance
Mitigating the operational and financial risks associated with the loss of key personnel, ensuring that your business remains resilient and profitable.
Restrictive Executive Bonus Plans
Aligning executive performance with business goals through customized, performance-based incentives that motivate and reward top-tier work.
Our Offices
In our unique model, you're assured of in-house assistance designed to help you meet your financial goals—including both asset management and preservation strategies. Unlike other firms, we don't leave our clients to fend for themselves in the intricate landscape of wealth services.
Get to Know Our Team
We encourage you to connect with our team of professionals. Typically, a new client relationship kicks off by discussing potential strategies with a specialist at one of our local offices. This professional then takes on the role of your financial coach.
EXPERT EDUCATION
Events and Webinars
Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
July 24, 2024 at 11:00 am CT | Virtual
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Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
October 23, 2024 at 11:00 am CT | Virtual
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THOUGHT LEADERSHIP
Insights
Retirement Plan Services
Millennials Redefining Retirement
Millennials are reshaping retirement, prioritizing financial freedom over age. Discover their varied retirement plans and challenges like money dysmorphia and debt management.
May 14, 2024
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Property and Casualty
Affordable Housing Providers Hardest-Hit in Insurance Market for Nonprofits
Adding to significant challenges including labor shortages and reduced funding, nonprofit organizations are experiencing increasing difficulty in securing adequate property and casualty insurance. Premiums are increasing, deductibles are escalating, and the number of carriers willing to engage with nonprofits continues to shrink. These challenges underscore the importance of partnering with an experienced insurance broker who specializes in serving nonprofit organizations.
May 7, 2024
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Retirement Plan Services
Cashing Out on Tomorrow: When Personal and Market Economies Diverge
Unveil the clash between booming markets and personal financial struggles in America. Learn why educating employees on debt management is vital in today's economic climate.
May 7, 2024
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Turning the Tide on Employee Engagement
Discover the startling drop in U.S. employee engagement, draining trillions in productivity. Learn how optimizing the retirement plan can revitalize morale and loyalty, with customizable options and trust-building measures. Find out how fostering dialogue and empowering choice can steer towards a more engaged workforce and organizational prosperity.
May 1, 2024
Find out more Certain individuals associated with Alera Group are registered to offer investment advisory services and/or offer securities. Additional information on Alera Group's affiliates can be found by following the firm’s link on the locations page. Find more information on individuals registered with FINRA on FINRA's BrokerCheck.