OUR SERVICE to private clients begins with confidential information gathering – enabling us to provide customized strategies that help clients to achieve their particular objectives.

As an advisor to our clients, Labyrinth Strategies continually seeks to identify opportunities to:

  • Lower financial costs
  • Increase the benefits of existing resources
  • Reduce tax inefficiencies which can degrade net results
  • Eliminate or reduce financial impediments to wealth accumulation and preservation

To preserve family lifestyles and/or provide legacy benefits, we assess the amount and type of investment assets and insurance. Given the tax-favored nature of the death benefit, life insurance can be used effectively as a wealth accumulation and transfer vehicle.

A review of individual and family circumstances helps us to develop sound plans for retirement, education, or major purchases. Recognizing that consistent compounding of returns is the most effective way to pursue wealth accumulation, we encourage portfolio construction based on diversified asset allocation, in order to generate competitive risk-adjusted results.

Despite the sizable correction of asset prices that has taken place in recent years, many families remain exposed to the likely effects of estate taxes. This tax is one of the greatest impediments to wealth preservation, the potential effects of which can be mitigated by financial planning. Working with our clients’ legal and accounting professionals we help fund adaptive estate plans, and coordinate the financial disciplines needed to implement such plans.

Please contact us to discuss your individual and family financial planning needs.

 

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Registered representative of and securities products offered through OneAmerica Securities, Inc. Member FINRA, SIPC, a Registered Investment Advisor, 991 Route 22 West, Suite 100A, Bridgewater, NJ 08807, 908-375-3174. Insurance representative of American United Life Insurance® (AUL) and of other insurance companies. Labyrinth Strategies is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor. Labyrinth Strategies has representatives who are licensed and authorized to conduct life insurance business in New Jersey. Labyrinth Strategies also has representatives who are licensed and authorized to conduct securities related business in Massachusetts and New Jersey. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Neither OneAmerica Securities, AUL, or Labyrinth Strategies, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Guarantees are subject to the claims paying ability of the issuing insurance company. Not affiliated with the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency. Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.