Rodger Wasson 71 connections

How & What We Do:
When we put together our TEAM of advisors, we looked at the various professionals who may be working with your money - attorneys, CPA's, Registered Investment Advisors (RIA's), bankers, etc. Each has a different area of focus and expertise, like tax attorneys and certified business valuators. One of our jobs is to get these various advisors of clients "together" in a macro financial manner. If need be, refer a client to one of these professionals. The goal is to look at what each "advisor" is doing for the client and coordinate their performance. Through this coordination we can provide a more efficient and effective way for clients to build wealth. It is through this coordination that we find ways in which clients can improve:
• Protection
• Risk Management
• Tax Savings
• Liquidity
• Erroding financial factors, like inflation
• Integration of finances
• Over time, effectiveness of money
• Options that lead to financial success

Wasson & Associates works with business owners in the areas of:
• Keep/Sell Agreements
• Key Person Protection
• Group Benefit planning
• Business Continuity and Succession Planning
• Business Overhead Expense Protection
• Business Loan Protection
• Salary Continuation Alternatives
• Retirement planning
• Estate & Trust Planning
• Executive Benefit Planning
• Insurance Planning