Insurance - Commack, NY, US
FOXROC focuses exclusively on the use of life insurance for estate, retirement and business planning for our prestigious clients both domestically and abroad. FOXROC designs planning alternatives that meet a client's personal objectives, preserves more of their estate for their families, while significantly reducing any tax exposures related to same. Over the years, our clients have entrusted us to work with them and their financial management teams in order to provide insurance and estate planning solutions that are strategically tailored to meet their financial and psychological objectives. It is for this reason, that our clients are typically high net worth individuals, families, or well established professionals that are looking for personalized expert advice. Most recently our platform has grown to include young, globally minded, entrepreneurs seeking flexibility in their wealth planning.
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