Planning Services


Estate planning allows clients to develop the framework for the orderly disposition and transition of assets to a spouse or other heirs. It also seeks to ensure that a structure is in place that aims to mitigate the ramifications of estate taxes and strives to better position the assets that clients retain for distribution to future generations. The services provided by the firm center around estate planning and accounting-based activities, including:

  • Review of will and trust documents
  • Quantitative analysis of current and future estate tax liabilities 
  • Qualitative review of clients' current estate plans and the goals and objectives as they relate to the disposition of their business, investments, real estate and personal assets 
  • Recommendations for revised estate plan structure based on accomplishing specific goals and objectives, including seeking to identify ways to manage estate value and mitigate tax liability


The ability to preserve assets is directly linked to the ability to accumulate wealth. That which is preserved may continue to generate wealth. It is this inextricable link that makes wealth accumulation planning one of the primary services that the firm offers to its clients. Myriad Wealth Management Group is experienced in developing and monitoring investment portfolios seeking to help accomplish specific objectives related to wealth accumulation. Overall, this includes the following activities:

  • Quantitative analysis of retirement and wealth accumulation goals and objectives 
  • Development of strategies targeted, striving to accomplish goals and objectives
  • Implementation of those strategies.
  • Ongoing plan and portfolio monitoring which includes:
    • A critique of current asset allocation as it relates to real rates of return under the Dominant Benefit Theory. This is an investment concept that seeks to project rates of return relative to inflation over long periods of time.
    • A cash flow/ retirement analysis to help determine if current asset allocation is sufficient to fund future needs for living and estate planning
    • Recommendations on reallocation of existing assets using the Dominant Benefit Theory, and the impact of reallocation on current and future requirements


Business owners understand their business better than anyone. This understanding enables them to deliver products or services addressing their clients' specific requirements. Their success is tied to this insight. Similarly, representatives of Myriad Wealth Management Group understand the business of financial planning. We provide guidance and strategies to business owners seeking to increase their control over their financial future and create value that seeks to endure over time. The services that the firm provides to business owners fall into two main categories: business continuity planning and fringe benefit planning.


The firm's business continuity services provide a framework with the goal of providing an orderly disposition or succession of a business entity to shareholders, partners and future generations during life, death and disability.

We specialize in the following activities:

  • Review and analysis of current buy-sell agreements and their effect on the disposition of the business entity
  • Collaborating with the goal to ensure compliance with current tax laws
  • Developing recommendations and alternatives seeking to solve current succession problems


A business owner's success is directly linked to the quality of management staff that can be recruited and retained. Fringe benefits are a vehicle that helps pursue this objective and with the goal to serve as a conduit through which business owners can accumulate assets on a tax-deferred basis through the use of a business entity. Myriad Wealth Management Group assesses employee and executive benefit programs for their long-term financial validity and seeks to ensure that the programs meet qualitative objectives. Analysis and recommendations can be made in the following areas:

  • Group health and disability programs
  • Key person coverage, including key-person disability and life plans
  • Qualified benefit plans
  • Non-qualified executive benefits and compensation programs


This area of service encompasses all quadrants of a comprehensive financial plan and unifies plans into a single document with which to navigate financial affairs. We assist clients in consolidating financial plans related to business, wealth accumulation and estate planning.

Activities include:

  • A thorough analysis of existing plans
  • Development of short and long-term plans addressing objectives in relevant areas identified by clients
  • Consultation with client advisors to facilitate changes in will and trust documents, allocation of assets, business agreements and pensions and implementation of new product purchases through independent financial advisory/registered representative staff

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.