Center for Wealth Preservation, LLC
Kai Stanton, LUTCF, CLTC, FSCP, serves as a Personal Estate & Business Advisor at the Center for Wealth Preservation since May 2014, providing expertise in financial goals, estate strategies, and insurance needs. Prior experience includes a role as a Family Planner at North Coast Financial Group from October 2010 to May 2014, focusing on savings plans, education funding, risk management, and retirement planning for families. Additionally, Kai worked as a Consultant at WSI Internet Consulting from June 2004 to October 2010, assisting business owners with online marketing strategies. Educational background includes a BA in Communications from Stetson University and certifications in Long-Term Care and Life Underwriter Training Council Fellowship.
Center for Wealth Preservation, LLC
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We have 6 areas of practice specialization: Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well. Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative. Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government. Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. SpecialCareSM Planning: A unique process built by MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security. The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. * Visit us on: Facebook - https://www.facebook.com/CenterForWealthPreservation/ Twitter - https://twitter.com/cwp_metro CRN201901-207651