Who we serve at Hollander, Lone& Maxbauer, we specialize in planning for clients desiring clarity, simplification, and coordination, and those with more complex financial needs. Whether it’s implementing asset protection strategies, carefully crafting your portfolio, or appropriately managing taxes, we’ll help make all the pieces work together efficiently.
Business Owners & Executives
- Succession planning
- Cash-flow & business liquidity needs
- Integration of individual and business tax planning needs
- Company retirement and benefits programs
- Asset protection strategies & liability management
- Buy-sell agreements
Medical Professionals and Medical Groups
- Transitions from residency to retirement and beyond
- Managing tax burdens
- Loss prevention and asset protection strategies
- Risk management & insurance
- Coordination of benefits
- Working towards multiple savings goals concurrently
- Debt management
- Medical group disability & life
- Custom design, creation, & implementation support of new qualified group retirement plans
- Due diligence reviews of existing plans for DOL & ERISA requirements
Retirees
- Coordination of dispersal of funds from different savings vehicles for tax efficiency
- Strategic organization of distributions aimed at optimizing taxes, growth, and income in retirement
- Asset allocation and regular evaluation during retirement years
- Integration of Social Security & Medicare to maximize available benefits
- Legacy planning & charitable giving
