Services

Advanced Planning strategies

Sometimes the optimal solution for a client’s financial needs cannot be properly developed using traditional vehicles or strategies, and requires thinking outside the box. In these instances, which often involve affluent and/or business-owner clients, we will not only draw on our team’s vast and varied industry experience, but also leverage a deep bench of professional resources. For example, Prudential’s own in-house Advanced Planning Group consists of highly knowledgeable consultants and subject matter experts who are available to assist us on a case-by-case basis in designing creative strategies that utilize sophisticated techniques to help accomplish even the most complex client goals.