Esser & Associates - IG Private Wealth Management - Products

There are multiple benefits to your generosity. This includes integrating charitable giving as an important strategic component of your overall financial plan. A carefully constructed giving plan can benefit both you and the causes you care about.

You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.