"We guide our clients through their decision making process involved in considering Executive Benefits, Employee Benefits, Wealth Preservation and Insurance Planning."
Charitable Planning
A tax-favored transfer strategy is the transfer of family assets to public and/or private charities. These charities often include family foundations that are managed by family members. The family retains control over the gifted assets and access to income generated by these assets.
Dodd Consulting, LLC
One Landmark Square, 8th Floor, Stamford, CT 06901-2603 (map)
Phone: (203) 504-3633 · Fax: (203) 504-3639 · E-mail: info@doddconsulting.net
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Dodd Consulting, LLC is owned and operated independently from M Holdings Securities, Inc. Dodd Consulting, LLC is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship.