Advanced Planning

The true path to differentiation is the ability for an advisor to provide advice at a level that other advisors are not able to give. Advanced Planning is a way to provide next-level services to clients and prospects that provide advice in areas that matter most to them.

Areas of LFIS expertise include:

For Individuals and Families

  • Retirement Income Planning
  • Long-Term Care Funding
  • Eldercare Planning
  • Estate Planning & Wealth Transfer
  • Estate Tax Funding
  • Charitable Giving
  • Income Tax Reduction Management
  • Family Income Replacement

For Business Owners

  • Risk Management
  • Retain Key Employees
  • Supplemental Executive Retirement Plans
  • Nonqualified Deferred Compensation
  • Qualified Plans
  • Accumulated Earnings Strategies
  • Corporate-Owned Life Insurance

Have A Question?

Advanced Planning Team

Luke Britt, RICP®

Luke Britt, RICP®

Practice Director - Director of Advanced Planning

Chris Kelm, CFP®

Chris Kelm, CFP®

Advanced Planning Specialist

ckelm@levelfourinsurance.com  Direct: 210.679.1532
Jason Doise, LUTCF®

Jason Doise, LUTCF®

Advanced Planning Specialist

jdoise@levelfouradvisors.com  Phone: 225.246.2597
Jason Inman

Jason Inman

Advanced Planning Specialist

jinman@levelfouradvisors.com  Phone: 225.246.2597
Jeremy Britt

Jeremy Britt

Advanced Planning Consultant

jbritt@levelfourinsurance.com  Direct: 972.284.5408