Plechete & Co. Stewardship Advisors

Plechete & Co. Stewardship AdvisorsPlechete & Co. Stewardship AdvisorsPlechete & Co. Stewardship Advisors
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Plechete & Co. Stewardship Advisors

Plechete & Co. Stewardship AdvisorsPlechete & Co. Stewardship AdvisorsPlechete & Co. Stewardship Advisors
Welcome
About
Services
Consultation
Contact
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Our Service Offering

Complimentary Consultation (Click here)

Service Offering

Entrepreneurs, Executives & Retirees

Most of our services are tailored for Executives, Entrepreneurs and Retirees, by identifying and planning for their complex needs. However, we would love to meet with anyone to see how we may be of service through our partner firms.

Wealth Management

  • Executive, Family Office and Business, Assets Stewardship Planning
  • Executive Benefits & Deferred Compensation Planning
  • Insurance Planning (Life and Health benefits)
  • Income Tax Planning
  • Charitable and Lifetime Gift Planning
  • Estate Planning Coordination
  • Asset Protection & Risk Management Planning and Coordination

Business Management

  • Chief Financial Officer (CFO) & Accounting Services
  • Business Tax planning
  • Business Strategy Planning & Operations or Practice Management
  • Group Life & Health Insurance Planning
  • Key Person Life Insurance/Buy-Sell Agreements/Cross Purchase & Entity Purchase Agreements.
  • Firm/Practice Business Planning (Doctors, Lawyers, Consulting practices, Logistics, and other service companies) to include business risk management, retirement planning benefits.
  • Business Succession and Exit Strategy Planning

Retirement Management

  • Family Office & Assets Stewardship Planning
  • Retirement Benefits to include Medicare & Medicare Advantage, Long Term Care, and Final Expense Planning
  • Tax Planning
  • Insurance Planning and review (Life & Annuities)
  • Charitable and Lifetime Gift Planning
  • Estate Planning Coordination
  • Financial & Expense Management Planning 
  • Financial Counseling, Advisory & Coaching services through Retirement.

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