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Leveraging a Highly Strategic Approach
To Meet Your Needs

Gaber Group strives to provide unique and custom asset protection strategies and services for affluent individuals wishing to plan for the next generation and beyond. Our goal is to help serve our clients by minimizing risk and allowing them opportunities to achieve the results they need at the best value. With the company’s numerous service offerings, Gaber Group solidifies its place as an all-encompassing firm specializing in advanced estate planning design and life insurance architecture.

Our Capabilities

Employee Benefits

Gaber Group has combined custom technology and consulting to offer employee group benefits to our clients. We pride ourselves on our ability to find the optimal plan based on the organization size and specific needs. Our work goes beyond just planning and implementation—we will continue to provide compliance and administrative support as your business grows.

Our clients utilize our employee benefits division to solve these objectives:

  1. Mitigate group medical and employee benefits costs
  2. Help attract, retain and reward key employees
  3. Reduce wasted time, so partners can focus on their business

Life Insurance Architecture

Life insurance architecture goes far beyond life insurance alone. We work with our clients to provide family protection, wealth accumulation, estate and gift tax planning, while focusing on tax-free wealth transfer. Through the use of creative trust structures, we can help ensure our clients’ financial legacies. Gaber Group’s diversified life insurance portfolio approach protects clients from additional risk.

Our clients utilize life insurance to solve these objectives:

  1. Replace lost income of breadwinner(s)
  2. Guarantee a wealth transfer or wealth replacement to heirs
  3. Hedge of investment or estate planning strategies that require time to mature
  4. Diversification for retirement/college savings strategies
  5. Create liquidity when estate taxes are due to avoid forced sales assets

Estate Planning Portfolio Design

Estate planning is the cornerstone of Gaber Group’s practice. For more than 32 years, Gaber Group has worked to provide estate planning counsel that clients can trust to accomplish their objectives. We believe in providing expert knowledge, careful listening to clients’ objectives—and the ability to customize solutions.

Our vision is to bring clarity to the process and give clients trusted advice for decades. Our partners and clientele recognize us as trusted leaders in the field. Trust and estate attorneys, tax advisors and private bankers who deal with sophisticated matters call upon Gaber Group’s specialists to advise them on complex estate planning matters. Our attention to detail, no matter how small, provides an infrastructure of support within our trust and estate planning practice.

Our clients utilize our estate planning practice to solve these objectives:

  1. Identify opportunities or pitfalls of existing planning
  2. Design initial estate planning portfolio (wills, trusts, etc.)
  3. Develop multi generational wealth transfer strategies
  4. Understand advanced planning concepts to minimize income, gift and estate taxes

Wealth Transfer and Retirement Planning

Many financial opportunities require strategic thinking and insight to help drive the best possible decisions, which can lead to a lasting impact for a lifetime. Our wealth transfer and retirement planning professionals have the knowledge and tools to help you solidify and build your financial foundation throughout the years to come. We offer an array of solutions to help you meet your future objectives.

Our clients utilize our wealth transfer and retirement analysis to solve these objectives:

  1. Provide for long-term financial security for their family
  2. Utilize strategies to offset the adverse impact of federal and state income taxes
  3. Create the financial flexibility to make their own choices during retirement

Business Planning

Business planning goes well beyond just planning for the day-to-day operation of your business. We work with business owners on critical planning issues, including tax mitigation, business succession and attracting, rewarding and retaining key employees. Additionally, we make sure that our clients’ personal estate planning is aligned. We utilize a team approach by collaborating with the business owner’s attorney, CPA, private banker, wealth managers and other trusted professionals.

Our clients utilize our business planning processes to solve these objectives:

  1. Attract, retain and reward key employees
  2. Provide business continuity following the death of an owner or critical employee
  3. Fund business buyout agreements and keyman insurance
  4. Design creative retirement plans

Employee Benefits

Gaber Group has combined custom technology and consulting to offer employee group benefits to our clients. We pride ourselves on our ability to find the optimal plan based on the organization size and specific needs. Our work goes beyond just planning and implementation—we will continue to provide compliance and administrative support as your business grows.

Our clients utilize our employee benefits division to solve these objectives:

  1. Mitigate group medical and employee benefits costs
  2. Help attract, retain and reward key employees
  3. Reduce wasted time, so partners can focus on their business

Life Insurance Architecture

Life insurance architecture goes far beyond life insurance alone. We work with our clients to provide family protection, wealth accumulation, estate and gift tax planning, while focusing on tax-free wealth transfer. Through the use of creative trust structures, we can help ensure our clients’ financial legacies. Gaber Group’s diversified life insurance portfolio approach protects clients from additional risk.

Our clients utilize life insurance to solve these objectives:

  1. Replace lost income of breadwinner(s)
  2. Guarantee a wealth transfer or wealth replacement to heirs
  3. Hedge of investment or estate planning strategies that require time to mature
  4. Diversification for retirement/college savings strategies
  5. Create liquidity when estate taxes are due to avoid forced sales assets

Life Insurance Architecture

Life insurance architecture goes far beyond life insurance alone. We work with our clients to provide family protection, wealth accumulation, estate and gift tax planning, while focusing on tax-free wealth transfer. Through the use of creative trust structures, we can help ensure our clients’ financial legacies. Gaber Group’s diversified life insurance portfolio approach protects clients from additional risk.

Our clients utilize life insurance to solve these objectives:

  1. Replace lost income of breadwinner(s)
  2. Guarantee a wealth transfer or wealth replacement to heirs
  3. Hedge of investment or estate planning strategies that require time to mature
  4. Diversification for retirement/college savings strategies
  5. Create liquidity when estate taxes are due to avoid forced sales assets

Estate Planning Portfolio Design

Estate planning is the cornerstone of Gaber Group’s practice. For more than 32 years, Gaber Group has worked to provide estate planning counsel that clients can trust to accomplish their objectives. We believe in providing expert knowledge, careful listening to clients’ objectives—and the ability to customize solutions.

Our vision is to bring clarity to the process and give clients trusted advice for decades. Our partners and clientele recognize us as trusted leaders in the field. Trust and estate attorneys, tax advisors and private bankers who deal with sophisticated matters call upon Gaber Group’s specialists to advise them on complex estate planning matters. Our attention to detail, no matter how small, provides an infrastructure of support within our trust and estate planning practice.

Our clients utilize our estate planning practice to solve these objectives:

  1. Identify opportunities or pitfalls of existing planning
  2. Design initial estate planning portfolio (wills, trusts, etc.)
  3. Develop multigenerational wealth transfer strategies
  4. Understand advanced planning concepts to minimize income, gift and estate taxes

Wealth Transfer and Retirement Planning

Many financial opportunities require strategic thinking and insight to help drive the best possible decisions, which can lead to a lasting impact for a lifetime. Our wealth transfer and retirement planning professionals have the knowledge and tools to help you solidify and build your financial foundation throughout the years to come. We offer an array of solutions to help you meet your future objectives.

Our clients utilize our wealth transfer and retirement analysis to solve these objectives:

  1. Provide for long-term financial security for their family
  2. Utilize strategies to offset the adverse impact of federal and state income taxes
  3. Create the financial flexibility to make their own choices during retirement

Business Planning

Business planning goes well beyond just planning for the day-to-day operation of your business. We work with business owners on critical planning issues, including tax mitigation, business succession and attracting, rewarding and retaining key employees. Additionally, we make sure that our clients’ personal estate planning is aligned. We utilize a team approach by collaborating with the business owner’s attorney, CPA, private banker, wealth managers and other trusted professionals.

Our clients utilize our business planning processes to solve these objectives:

  1. Attract, retain and reward key employees
  2. Provide business continuity following the death of an owner or critical employee
  3. Fund business buyout agreements and key man insurance
  4. Design creative retirement plans

Employee Benefits

Gaber Group has combined custom technology and consulting to offer employee group benefits to our clients. We pride ourselves on our ability to find the optimal plan based on the organization size and specific needs. Our work goes beyond just planning and implementation—we will continue to provide compliance and administrative support as your business grows.

Our clients utilize our employee benefits division to solve these objectives:

  1. Mitigate group medical and employee benefits costs
  2. Help attract, retain and reward key employees
  3. Reduce wasted time, so partners can focus on their business