David Ulmer's Contact Details

David Ulmer's Company Details

Center for Wealth Preservation

Islandia, NY, US • 100 - 249 Employees
Financial Services

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_metroCRN201901-207651