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Estate and Tax Planning

Applying tax and estate planning expertise to everything we do

The US Tax Code is complex.  But if you have professionals who know it well, there are opportunities to save money …either now or later (for your heirs).

At The Normandy Group, we bring tax and estate planning expertise to everything we do for you.

Our team is experienced in using retirement plans, life insurance, trusts and other tools to help you protect wealth and minimize taxes.  

More Tax Planning

At many financial advisory firms, taxes are often more an afterthought than anything else.  Not at The Normandy Group.  We are constantly looking for ways to reduce or eliminate taxes.

Better Estate Planning and Asset Protection

With Certified Estate Planners™ on staff, we take estate planning seriously.  We can help you design a prudent plan to help protect your wealth and transfer wealth to your heirs more efficiently.

Collaborative Approach

The Normandy Group works within a collaboration of other professionals such as attorneys and accountants. We can either recommend suitable professionals or we can work with your current tax and legal advisors. We will coordinate planning initiatives, so processes are completed correctly without requiring your time.  Our collaborative team can ensure your wishes are implemented properly.

At many financial advisory firms, taxes are often more an afterthought than anything else. Not at The Normandy Group. We are constantly looking for ways to reduce or eliminate taxes.

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