Protect What Matters Most
Our proprietary Carbyne Allocation™— is a game-changing approach designed to optimize financial outcomes for our clients. Carbyne itself is a manmade substance that is microscopically thin and 1,000 times stronger than diamonds. We use this as a metaphor for how we protect our clients' assets and provide them extra strength. By implementing our strategy our clients' experience:
🔹 Better returns
🔹 Lower volatility
🔹 Reduced tax burden
🔹 Protection against rising long-term care costs
🔹 A strategic hedge for unexpected life events
Want to learn how we implement this innovative asset allocation?
Implementation
The Carbyne Allocation™ is put into effect by moving our clients’ conservative assets of bonds and cash to a properly constructed permanent life insurance policy.
Schedule An Appoint to Learn How Our Approach Works
- Call (212) 380-8676
- email keith.friedman@fbostategies.com