Go Beyond Benefits and protect the estate that you worked hard to create.
Without proper estate and wealth transfer planning, the IRS could become the primary beneficiary of your estate. Marsh & McLennan Agency formerly Benefits Resource Group’s financial advisors work closely with you to help design a bulletproof plan so loved ones may receive the maximum value of your estate. We understand this type of planning is sensitive, and overwhelming. We approach wealth transfer planning with compassion and complete understanding of your financial picture because we bring experience in wealth management, business insurance and benefits consulting.
Protecting your future. We can help you to achieve financial possibilities, transfer wealth as you wish, and reduce unnecessary taxes. Marsh & McLennan Agency formerly Benefits Resource Group advisors collaborate with your key advisors—attorneys, accountants—and take a team approach to developing an estate plan that can protect your estate for future generations.
A comprehensive approach. We draw on our experience in benefits consulting, business insurance and employee benefits to offer complete wealth management and estate planning. Our advisors consider every aspect of your financial, business and personal life and develop wealth transfer plans that address short-term objectives and long-term goals. We’re your partner in preserving the estate you worked so hard to create, so that you can give that to future generations and loved ones.
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 Charles Farro – CEO, Marsh & McLennan Agency formerly Benefits Resource Group
Contact Marsh & McLennan Agency formerly Benefits Resource Group today and start planning for tomorrow. Call 216.520.5000. Or, leave a message for Chuck Farro below.