Sinclair Risk & Financial Management provides the expertise, experience, and suite of products and solutions to help clients protect and build personal wealth. Our business and personal financial planners offer a wide range of services that take into account both short- and long-term goals.
Financial planning is a natural extension of our employee benefits solutions as Baby Boomers retire and take distributions from their retirement plans and require financial consulting and advice on structuring their assets to obtain the most secure nest egg. What’s more, younger employees in the workforce are looking for ways to grow their income as security becomes more of a focus for them and their families.
Sinclair’s suite of solutions includes:
- Buy-Sell Agreements
- Executive Bonus Plans
- Irrevocable Life Insurance Trust
- Key Person Insurance
- Non-Qualified Deferred Compensation Plans
- Policy Review
- Retirement Planning
- Supplemental Executive Retirement Plans
- Universal Life/ Whole/ Life/Variable Life/Term Insurance
- Wealth Transfer Strategies
Helping to secure your future.
Financial planning takes a comprehensive, ongoing approach that keeps up to date with changes in your life and business to help you obtain your goals and make recommendations as needed. Give us a call today at 203.265.0996 to speak with one of our financial planners.