ADVANCED PLANNING CENTER

Wouldn't it be reassuring to know that you have access to a team of advanced planning experts who are ready to assist you in even the toughest cases?


Our Advanced Planning Center (APC) is here with the knowledge, resources, and leverage you need to provide your clients with the best possible level of service. In addition to in-house specialists, the APC has unique relationships with top valuators, attorneys and industry experts who offer on-demand expertise and solutions. With over a century of combined experience, the APC is ready to assist you in qualified plans, executive benefits, and business succession planning.

OUR EXPERTISE


Qualified Plans

Client Profiles | Concept Pieces | Fact Finders | Expert TPA Referral | Existing Plan Review | Plan Creation | Product Selection

Executive Benefits

Executive Bonus Plans | Split Dollar Arrangements | Non-Qualified Deferred Compensation | Existing Plan Review | Sample Agreements | Concept Specific Attorney Referral

Business Succession Planning

Business Valuation | Buy Sell Arrangements | Exit Strategies | Estate Equalization | Concept Strategies | UW Expertise | Point of Sale Consultation

The APC specializes in helping advisors leverage the Department of Labor ruling to grow their businesses. With the help of the APC, you can:


  • Learn product and sale strategies that can minimize the potential loss of revenue due to the ruling;
  • Mitigate the risk of litigation by utilizing a holistic planning approach with your client
  • Stay up-to-date with the latest news and effects of the ruling

MEET YOUR APC TEAM


Kent Griffin
CLU®, MBA
 
Vice President of Advanced Design and Planning
 
    

Don Rosborough
CLU®, ChFC®
 
Director of Advanced Design and Support
 
    

Tom Worthington
CEP
 
Business Planning Consultant
 
    

Ana Maria Gonzalez Wood
JD, CFP®, CLU®, ChFC®
 
Global Estate and Legacy Planning Consultant
 
    

John Iannucci
JD, LLM
 
Chief Strategist of Family Business Advisory Services
 
    

The APC has strategically partnered with Marshall & Stevens to provide you with expert business valuation consultation, tax valuation, and fair value analysis.

Since 1932, Marshall & Stevens has been a leader in corporate finance, transactional advising, valuation and litigation support. They specialize in serving business owners, managers, boards and trusted advisors throughout the world. Their in-house specialists provide a full complement of valuation-related services, from transaction advisory and opinion letters to the valuation of businesses and business assets, both tangible and intangible.