Essential Strategies LLC is a firm that guides high-net-worth individuals through complex financial planning processes. They specialize in business succession planning, executive compensation, insurance planning, retirement planning, tax strategies, trust and asset management, and wealth transfer. Their goal is to help clients create the future they want and protect their assets against threats like taxes, financial issues, and conflicts. They invite potential clients to discuss goals in an initial no-fee consultation.

1. Essential Strategies LLC
Serving Business, Industry, the Professions & Not-for-Profit Organizations
"The best way to predict your future is to create it."

2. OUR MISSION
We guide people of means
through the process of deciding
the most suitable ways for them
to control what they have
and assure success by their own standards
against the ravages of taxes,
financial anomalies and people of unlike mind.
Please continue to the next page…

3. **Where We Specialize**
Game-day planning for
Closing off when you’re ready to sell
your business—to whom;
consuming
for how much; and, how
siphons before will they pay for it
they drain your
assets
Developing
meaningful perks to
attract, reward and
retain executives
who merit it
Guarantee cash for
the contingencies
of disability, death Blueprinting for
and lost earnings retirement or later-
life restart…with
enough money to
experience it

4. WHERE OUR
INNOVATION AND DEPTH
ORIGINATE
From our Firm & its Alliance of Trusted
Advisors
We bring you a broad range of tested strategies to meet challenges
involved with:
$ Business Transition/Succession
$ Group Benefits Programs
$ Key Personnel Retention
$ Needs-Based Life, Disability and Long-Term Care
Insurance
$ Retirement Planning
$ Tax Avoidance/Deferral Measures
$ Trust & Asset Management
$ Wealth Preservation/Transfer

5. Do your
professional
advisors
help you to
create the
future you want by regularly bringing you
ideas, or . . .
Do you have to go to them?
Please continue to the next page…

6. WE
Build
Solutions
That Help
Make
Your Goals
REALITY
We cordially invite you to discuss your planning goals with
us in a no-fee initial consultation
Essential Strategies LLC
Tangible Services and Results to Achieve Financial Goals
(215) 542-1525 (Phone) (215) 643-8799 (Fax)
nsimon@askessential.com