WWW . ARCHERFINANCIALGROUP . NET (212) 330-9903 Who is The Archer Financial Group? Archer Financial is NOT an insurance agency. Archer is a boutique advisory firm that structures sophisticated life insurance-based estate, tax planning and retirement strategies for individuals; and business succession and benefit strategies for privately owned enterprises. PERSONAL SOLUTIONS Preserving and Transferring Wealth (Estate, Gift, and Trust Planning) Archer’s team of tax attorneys and insurance experts work with a client's existing professional advisors to craft gift and estate planning strategies that reduce tax liabilities and eliminate liquidity concerns frequently caused by estate and generation-skipping transfer taxes. Insurance Planning Archer’s team of tax attorneys and insurance experts evaluate existing life, disability, and long-term care insurance to assess the sufficiency of coverage; identify more cost-effective solutions and assess tax benefits of insurance trusts. Retirement Income Archer’s team of tax attorneys and insurance experts work with clients to structure life insurance-based vehicles that, in addition to being creditor protected, provide both tax-free returns and income distribution. BUSINESS SOLUTIONS Succession Planning A business succession plan is the key to continuity in a closely held corporation. Working in conjunction with a client’s professional advisors and insuring that all are working towards the common goal of formulating the best available business succession plan, Archer’s team of tax attorneys and insurance experts will: ! Provide a detailed written analysis of existing wills, shareholder agreements, business succession and employee benefit plans that identifies weaknesses (such as avoidable tax exposure, loss of control or business dissolution) and recommended strategies that eliminate identified exposures. Executive Fringe and Health Care Benefits Archer’s team of tax attorneys and insurance experts work with clients to establish a host of fringe benefit (such as Executive Bonus Plans; Split Dollar Insurance; Deferred Compensation Plans; and Non-Qualified Executive Fringe Benefits) and full service health care platforms. Who are Archer’s Clients? Baseball Legends, Football Legends, Hall of Fame Athletes, well-known celebrities, entertainers and several of Forbes wealthiest families. Business clients run the gamut from a major NYC real estate development firm (The Arker Companies) to a national beverage producer (Snapple Iced Tea) to a drug store chain (Genovese Drug Stores) to the world’s largest distributor of wedding gowns (Kleinfeld Wedding Dresses) to professionals in industries with increased exposure to personal liability (e.g. physicians).