Nick D'Alessandro - Financial Advisor - Legacy Planning Partners
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10900 Hefner Pointe Dr Ste 404, Oklahoma City, OK 73120
10900 Hefner Pointe Dr Ste 404, Oklahoma City, OK 73120
Website
EmailMore Business Info
- Hours
- Regular Hours
Mon - Sun: - Extra Phones
MobilePhone: 405-708-7674
- Services/Products
- Personal PlanningWealth Accumulation PlanningRetirement Accumulation PlanningInvestments*Portfolio DiversificationTax Sensitive Investment Planning*Wealth Protection PlanningIncome/Wealth Replacement PlanningInvestment Portfolio Diversification*Tax Sensitive Investment Planning*Wealth Distribution PlanningIncome Distribution PlanningRetirement Income MaximizationIncome Tax MinimizationWealth Transfer PlanningFundamental Estate PlanningBusiness PlanningDiscriminatory Owner Benefit PlanningBuy-Sell Planning/Implementation/FundingAsset RepositioningDiscriminatory Wealth Accumulation PlanningDiscriminatory Executive & Key-Person Planning"Golden Handcuff" PlanningKey Executive/Person Protection PlanningDiscriminatory Wealth Accumulation Planning Non-Discriminatory Employee Benefit PlanningQualified Plans (401(K), SIMPLE IRA)Group Benefit Plans (Group Health/Life/D.I./LTC) Family Legacy Planning "Leaving a Legacy, Not Just An Inheritance!"Fundamental Estate PlanningThe Family Legacy Trust Planning.PhilanthropyFamily Values Retention & Transfer Business Legacy Planning "Firm Foundations, For Multiple Generations!"Business Succession PlanningFamily and Key-Person DevelopmentFundamental Business Philosophy Retention & Transfer
- Payment method
- visa
- Neighborhood
- Northwest Oklahoma City
- Other Link
- Category
- Financial Services
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