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
Services
Pricing
Consultation
Expertise
About
Partners
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 their 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.





















Disclosures: Plechete & Co. Inc. is an independently owned and operated business and an affiliate of World Financial Group Insurance Agency, LLC (WFGIA), a Transamerica Company. Insurance products are offered through WFGIA. Disclaimer: Insurance products are offered through World Financial Group Insurance Agency, LLC in the United States. Plechete & Co. Inc is not an employee or agent of WFGIA but is independently owned and operated. Product availability and features may vary by state.  OPT- IN By clicking “click, submit, schedule now, sign up, download, or subscribe”, I am opting in since I have provided my contact information which I consent to receive email Plechete & Co Stewardship Advisors.



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