Welcome To Fusion Strategies
Fusion Strategies empowers business owners, financial professionals, and investors with time-tested, tax-free wealth-building strategies designed to harness intelligent leverage, enhance returns, and create an ever-growing reservoir of liquidity.
We seek to create tailwinds for business owners: Defined Benefits Plans, Enhanced Key Man, Asset Protection, Pre-sale Planning, & Legacy Banking.
We offer our clients financial guidance infused with an entrepreneurial mindset, providing strategic advice that reflects our firsthand experience. We don't just recommend strategies; we actively apply our own philosophy in real-world practice.
Wealth Services
Legacy Banking
Private, tax-free strategies to build wealth
Defined Benefits (DB) Plans
Powerful, pre-tax solutions to create personal wealth
Estate Planning
Proven tactics to safeguard assets and minimize taxes
Financial Planning
Service offerings for robust, comprehensive advice
Fusion Strategies is committed to building ethical, wealth building strategies for our clients. We leverage our unique entrepreneurial experience for each engagement in order to provide:
- Creative, bespoke solutions for every client, business, and institution
- Contractual wealth that creates tax-free, stable wealth, not solely statement wealth
- Product-agnostic, solution-driven world class service
Who We Serve
Business Owners
Business Owners looking to enhance corporate culture, minimize taxes, protect assets, enhance cash flows, and build wealth
Investors & Individuals
Investors and Individuals looking to enhance returns, recapture interest, utilize intelligent sources of leverage, access liquidity, and create tax-free retirement
Individuals, Families & Consultants
Individuals, families and Independent Consultants seeking wealth building strategies that are proven, tax-free, and complimentary to existing strategies
"Fusion Strategies capabilities are exceptional, and seeing them in action made my decision to partner with them a no-brainer. Before meeting the Fusion team, I'd scoffed at the idea of embracing insurance-based strategies. All it took was a few initial meetings with my advisor clients to see that Fusion Strategies is unmatched at solving complex portfolio challenges they face with top clients. The Fusion partnership is resulting in success for all involved."
Peter
Creating Tailwinds for Business Owners
With 40+ years of financial services experience, we create tailor-made "Banking Style" life insurance contacts
Company
Locations
Arlington, VA
Miami, FL
New Orleans, LA