WHAT WE DO
We maximize the tax efficiencies of life insurance to create flexible and customized wealth
creation and wealth preservation solutions for individuals and companies.
We offer a level of service and reporting that's very hard to find.
We provide companies with independent non-qualified plan expertise, tax efficient plan
funding solutions, and executive retention strategies.
We review existing life insurance policies to maximize policy value.
We reposition assets to help minimize taxation.
SERVICES WE PROVIDE
We work with individuals and companies who have a desire to grow and preserve their wealth, while simultaneously minimizing the tax on their investments and overall estate. We also help individuals create a safe, tax-efficient retirement income stream.
OVER 35 YEARS OF EXPERIENCE WORKING WITH AFFLUENT
INDIVIDUALS AND FORTUNE 500 COMPANIES
TIPPETT MOORHEAD & HADEN
3200 PARK CENTER DRIVE • SUITE 550 • COSTA MESA • CA • 92626
PHONE: 949.209.9851 FAX: 949.209.9811