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Exit Planning
The art of becoming “Chairman of your Board”, which will enhance the value of your company
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Estate Planning
Sophisticated techniques best suited to protect and bequeath your assets
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Life settlements
Uncover the hidden value of your life insurance policy
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Investment strategies
A customized investment plan to fit your individual objectives
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| Mission Statement
The Rushmore Team is dedicated to helping our clients achieve their corporate and personal objectives. Once these goals are attained, we are instrumental in ensuring that the family retains its wealth.
Vision:
- We believe that we are all here to help each other. Rushmore and its team is the company that can help you keep your family’s assets safe and transfer them at the right time, in a caring way.
"My business was doing well, but I wasn’t and had significant fears about lawsuits and getting away from the business periodically. These concerns were robbing me of the joy I had when I first started our business. Today, thanks to the Rushmore Group’s guidance, my business is safe and my team is able to run the business without me. This was something I was afraid of until the “R” Team showed me that if the company can run profitably without me, its value doubles. The end result is my management team is now highly motivated and exceeding company goals."
G.L. - San Francisco, CA
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