Three Critical Differentiations Gained From Our Experience:
An in-depth analysis into the needs and vision of the companies and individuals we advise. This places us on the 'same side of the table' with you when it comes to manager and investment review/returns. We are able to act in an unbiased manner to best represent and guide you. (Interestingly, we open the issues with individuals using 'The Investor's Caddie' booklet as a guide and later use the same guide with employees in their companies on an individual and group basis, should that be appropriate. It further feeds directly into my other six “intellectual property” presentations, should more depth be required.)
Adherence to an Investment Policy we develop and manage together to be accountable to benchmarks we establish together (It is imperative that one is comfortable with the time horizons and risk levels associated with this guideline). We target a 2% greater return above established benchmarks after fees, and work closely with clients on that basis. This is our formula, and it is successful. We are successful and we grow the business through direct referrals.
Development and adherence to a legacy strategy for individuals and companies. This unique format addresses succession issues as they relate to a) preserving the estate for future generations, b) addressing charitable concerns and c) minimizing the tax consequences associated with the transfer of interests. This formula is a “must have blueprint” for successful outcomes in business and estate management.
Since 1975 John has dedicated his efforts to serving the financial needs of corporations, associations and affluent individuals. By utilizing the financial strength and resources of MassMutual, over the years John has used his specialized skills to assist businesses in several key areas.
Business Succession Planning
Liquidate, Sell or Keep? What is your current succession plan? Is it the one you want? Currently, less than 30% of family businesses survive to the second generation. We can help to ensure your business transition goals are reached.
Key Employee Protection & Executive Benefit Programs
Does your business depend on the activity of a key employee? What effect would the loss of that employee have on your bottom line? We can help protect you and your business from such a loss.
Would your business benefit from the security of specialized benefits tailored to reward and retain key employees? We can help you develop programs designed to keep key personnel and reward them for long term service.
Employee Benefit Programs
Are your employee benefit programs tailored to meet your business needs? Do you maximize available contributions and tax deductions within a qualified retirement plan? We can design, implement and service cost-efficient programs designed around your business.
Special Concerns for the Business Owner
What role does your business play in your personal financial plan? What does your business mean to your family’s immediate and future financial needs? We can help you ensure that unforeseen events don’t adversely effect your current financial plans and future retirement goals.
Company profile
Wealth accumulation and preservation are key elements of every business and individual’s financial success.
Our divisions of wealth accumulation, wealth management and preservation, technology and marketing, educational advocacy and lifestyle management have been designed to help you achieve you dreams and legacy.
Have you made your plan for success?
Is it recorded and do you have systems to measure and adjust to change?
Are you happy with your results and relationships?
Are you having fun along the way?
The answers to your dreams can be quite simple, but, sometimes we complicate the process. We look forward to helping you chart your course and enjoy the journey.
“the institute for success has shown me that i can secure my future and enjoy each day more fully. I thought it was only about the finances. I thought i was too old to learn new things…technology and growth. They have helped me make the progress i have hoped for.” Max Hyden, entrepreneur
WELCOME TO OUR COMPANY!
For over 40 years the Institute For Success has successfully helped individuals, businesses and associations reach and exceed their expectations in several areas:
WEALTH ACCUMULATION
Through a systematic approach to the design and implementation of plans for accumulation we have consistently beat established benchmarks for our clients in the fields of retirement, distribution, growth and safety. While establishing the correct targets is vital, being accountable and responsive to their implantation and servicing is a source of differentiation. We pride ourselves in being one of the few firms which stands by our recommendations and is responsive to ever changing needs.
WEALTH TRANSITION AND PRESERVATION
Accumulation is critical. However, if challenges associated with taxation and transition are not properly addressed, assets will be diminished unnecessarily. We are specialists in the design and execution of programs consistent with your needs for legacy and on going wealth management.
We are the only firm in this region with unique leverage and cost savings strategies appropriate for making a difference in the community.
TECHNOLOGY AND MARKETING
Because successful organizations need advanced strategies for growth and differentiation, we have established partnerships with world-wide resources capable keep you ahead of the competition for decades to follow. This unique service is a primary means of helping organizations define the future of their markets. Gaining this type of control and creativity will facilitate a more vivid and comfortable growth process.
EDUCATIONAL ADVOCACY
This service addresses the needs we have in our businesses and for our families to achieve optimal values for ourselves. We assist you in solving the financial issues which get in the way of completing under graduate and post graduate milestones. We act as your advocate to secure the optimal funding for college.
Additionally, we deliver intellectual property which is not available in the traditional institutional setting.
We are the only financial firm with this unique set of services and access.
LIFESTYLE MANAGEMENT
We have found that our successful clients often require a unique set of services. In conjunction with the services mentioned above we offer a turnkey approach to living. We have a network of professionals who provide everything from health, recreation and wellness planning.
Additionally, our experts in interior design, landscaping and space planning are able to help you create the environment you so rightfully desire.
If you chose to change your environment temporarily we have a network of travel, event and convention planning ready to make your time away a comfortable experience. Everything from day-care, dog walking and ticket planning is available with this service.