Tennyson Capital Partners was founded to provide tailored estate and distribution options for high net worth individuals, families and business owners across the country. In working directly with clients and/or their financial advisors, TCP creates tailored strategies using a unique approach involving life insurance and leverage from our lender network.
Our strategies focus on the following:
- Creating significant tax advantaged income in retirement:
By using unique insurance contracts, coupled with leverage from qualified lenders, TCP can create a tax advantaged income stream to help augment retirement income from traditional retirement savings.
- Uncorrelating assets from the overall market:
Wealth Accumulation goes hand in hand with wealth preservation. We offer a great compliment to other more traditional strategies. While traditional investments offer much needed value, avoiding the downside of the stock market can add significant value to your asset accumulation story.
- Legacy Planning:
Although end – of – life issues are difficult to discuss, legacy planning is an essential part of a family’s wealth management resources. A legacy plan helps the continuity of not just your wealth, but also serves to preserve and grow the things money can’t buy: values, ideals and integrity.
- Estate Equalization:
Estate equalization is a term that refers to the many challenges families have developing a plan that satisfies a client’s wish to pass along specific assets to certain individuals. This important planning aspect assures each family beneficiary is treated fairly and equitably.
Through the creation of The Leveraged Distribution Strategy®, our unique approach helps clients work toward meeting their goals and objectives with often significantly less capital out lay.