At R.C. Thornton & Associates, we recognize the special needs that wealth generates.
Our team provides non-investment individualized solutions to help you maintain and grow your wealth for your own enjoyment and reward. In addition, we want to help you protect your assets from undeserving creditors or excessive tax liabilities so you can preserve and transfer your wealth to your beneficiaries.
Just as important as the growth of your wealth is its preservation for your beneficiaries. Without proper tax planning, the Internal Revenue Service could be the primary beneficiary of your estate. It’s not unheard of for the government agency to take as much as fifty-five percent of what you spent your life accumulating. Our focus is to minimize taxes while providing maximum flexibility and control of your assets during your lifetime.
To achieve all of this, we concentrate on the design and execution of the following areas, working with other professionals, such as your lawyer, when necessary:
- Estate planning
- Asset protection
- Family partnerships
- Wealth transfer strategies
- Economic security for your family
- Business succession
- Charitable planning initiatives
- Pension and retirement planning