Go Beyond Benefits and create estate plans and trusts that leverage your hard work and protect your success, and resulting assets, into the future.
You spend a lifetime creating and maintaining personal wealth—you’ve worked hard for your success. Now it’s time to protect the value of your estate and plan for the future. Marsh & McLennan Agency formerly Benefits Resource Group partners with you to create a comprehensive estate plan that aligns with your goals for the short-term and far into the future. We focus on minimizing risk and driving the value of your estate, using tools like gifting programs, trusts and other solutions that can provide tax advantages.
Honoring your success. Marsh & McLennan Agency formerly Benefits Resource Group is committed to creating an estate plan that breathes your personal and business philosophy. We’ll be sure the plan adheres to your wishes, supports the charities you value and helps provide security for loved ones.
Building a future. We like to think of estate planning as “the beginning”—and this perspective helps our advisors and clients focus on creating plans that assure the value of estates over the long-term. That way, estates can continue to do the good work from which they were founded.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Marsh & McLennan Agency formerly Benefits Resource Group is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
Contact Chuck Farro – CEO, Marsh & McLennan Agency formerly Benefits Resource Group
Contact Marsh & McLennan Agency formerly Benefits Resource Group today and find out how you can offer your employees well analyzed long term care and disability coverage. Call 216.520.5000. Or, leave a message for Chuck Farro below.