Developing a plan that will help ensure a comfortable retirement and provide security for your loved ones should be an integral component of your overall financial strategy. Lido Advisors inc. can assist you in building a unified approach that includes Estate Planning, Retirement Planning and Risk Management.

You can depend on us to serve as an objective resource working with your best interest in mind. If needed, we can introduce you to qualified professionals such as insurance brokers, estate planners or lawyers that specialize in serving the needs of affluent clients. We do not intend to replace the contributions of your attorney or broker in these matters, but rather serve to supplement their value by offering clients personalized guidance throughout the process.

Our first step is to review your situation, existing coverage and current investment strategy. Distributing your assets and property according to your wishes and minimizing taxes is the goal of a well-devised estate plan. We are positioned to provide sound advice on specific estate tax reduction techniques.

Lido Advisors work closely with you and your family so you understand the characteristics and benefits of various estate planning techniques. We can help select an appropriate strategy based on your personal and financial objectives and coordinate the implementation of this cohesive plan with your preferred estate specialist or insurance broker.

As with everything in life, change is inevitable. For this reason, we monitor your plans to ensure that they correlate with your changing financial objectives and family structure. We also continually review changes in the tax law that may affect your estate and its distribution. Contact us today to discover how Lido Advisors, Inc. can assist you in developing a comprehensive financial strategy.

The financial professionals at Lido Advisors Inc. will assist in selecting the most appropriate retirement plan for the client. We have the ability and resources available to select, establish, monitor and maintain all retirement plans, including:


• Individual IRA, Rollover & Roth IRA Accounts

• SEP, Simplified Employee Pension Accounts

• Money Purchase Plans

• Profit Sharing Plans, including paired plans.

• Defined Benefit Plans

• 401(k) Plans

• Simple 401(k), & Simple IRA plans


Lido Advisors Inc. can offer recommendations with regard to selecting qualified and non-qualified plans, tax deferred programs, asset allocation and wealth accumulation techniques. We will also review with the client and the client's CPA, the implications of the minimum distribution requirements; income, estate and excise taxes that are identified. We will also evaluate the appropriate asset allocation for income needs
during retirement, coordinated with postmortem disposition and estate planning techniques.



Lido Advisors Inc. can offer recommendations with respect to strategies and techniques enabling the business owner to coordinate their retirement, estate and financial planning with an orderly and effective disposition of the business. Lido Advisors Inc. will also review with the client's CPA, the tax consequences related
to the transfer of the ownership and evaluate these issues in the event of the
business owner's death, disability, retirement or decision to sell.



Lido Advisors Inc. can provide advice to the employers and their key executives on developing and structuring compensation, retirement and benefit plans. We review
the characteristics of qualified, non-qualified, deferred compensation, executive
bonus, split dollar and other benefit plans.


Securities offered through Investment Security Corporation, Member FINRA, SIPC. Lido Advisors, Inc. and Investment Security Corporation are separate, unaffiliated entities.