Our Advanced Planning team provides personal consultative assistance in designing and building your most complex cases. Our team of in-house experts can help you develop innovative solutions for your most advanced cases, including individual, business and estate planning. Our team provides you with creative solutions to enhance your relationships with clients through a vast array of advanced financial and/or insurance based planning strategies that can be custom tailored to meet your clients’ specific needs.


We offer planning services in the following key areas:

  • Estate and Wealth Transfer Planning

  • Retirement Planning

  • Executive Benefits

  • Business Continuation and Protection

  • Life Insurance 

  • Disability Income 

  • Long-Term Care 

  • Charitable Giving

  • Family Foundations

  • Family LLCs

  • Advanced Planning

    • Dynasty Trusts​, IDGT,                                                                         GRAT, CRUT, CRT

  • Asset Protection

  • ILITs

  • Legacy Planning

  • LTC Planning

  • Policy Review

  • Income Protection

  • Term Insurance

  • Transactional Permanent


This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 575, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

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