Plechete & Co. Stewardship Advisors

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Plechete & Co. Stewardship Advisors

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

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Service Offering

Entrepreneurs, Executives & Retirees

At Plechete & Co. Stewardship Advisors, we are dedicated to helping Entrepreneurs, Executives, and Retirees prepare for the future, live fully today, and leave a lasting legacy, on your terms. Through personalized wealth management, business planning, and retirement solutions, we coordinate every detail so you can focus on what matters most to you. With our coordinated approach, you gain clarity and confidence to focus on what truly matters, living life your way.

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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