Senior Communities
Bermuda is undergoing a historic transition from a young to an aging society. The Senior Solutions Ltd. (SSL) mission is to address the issues which will face Bermuda and Bermudians in this transition, by developing quality supportive living options. SSL is planning modern facilities that will...
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in...
Business Success
Financial Planning for Business Owners Business owners face unique challenges—and opportunities—in terms of financial planning. You’ve worked hard to develop your ideas into a successful business, or perhaps you’re considering moving into self-employment. Regardless of your situation, choose a...
Risk Management
Risk Management is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to...
Tax Planning
The international aspects of the US tax system are extremely complex; not only are the statutes and regulations alien to non US-based firms, the additional informational returns relating to almost all aspects of an expat’s international lifestyle are complicated and carry stiff penalties if not...
Your Finances
Benefits from a Financial Consultation A Financial Consultation is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life. As a Financial Consultant, we work with you to create a plan that...
Senior Housing
Bermuda is undergoing a historic transition from a young to an aging society. The Senior Solutions Ltd. (SSL) mission is to address the issues which will face Bermuda and Bermudians in this transition, by developing quality supportive living options. SSL is planning modern facilities that will...
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