Stamford, May 6, 2020 (Issuewire.com) - Donald S. Harmelin has devoted more than 35 years advising successful business owners, highly compensated executives and high net worth individuals on tax-efficient and flexible ways to protect, control, preserve and enhance family and philanthropic wealth. Don’s professional passion is raising awareness of the tax inefficiencies inherent in traditional retirement and estate planning. He is an advocate and educator for multi-generation family financial security.
Prior to founding Wealth Consultants, Inc., Don Harmelin spent eight years as Vice-President Executive Compensation Planning at Shearson Lehman Holdings, Inc. Recognized for his creativity, broad product knowledge and in-depth technical skills, Don is relied upon by legal and accounting professionals to provide inter-disciplinary oversight on insurance-related aspects of complex executive compensation and estate planning matters.
Don brings a unique perspective from a three-generation family tradition of more than 100 years in the life insurance and financial services profession. Using prudent tax-efficient strategies, Don’s clients realize profits, when others realize costs. His clients realize living benefits from insurance products and enjoy higher spendable income during retirement.
A graduate of the University of Oregon, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). In his free time, Don enjoys surfing, swimming, tennis, and quality time with friends and family.
About Wealth Consultants, Inc.
In response to a fractured estate planning delivery system from the legal, tax and financial services communities, Don Harmelin has created a unique business model. Free of conflict-of-interest and without added out-of-pocket cost to clients seeking to optimize family wealth, The Tax-Efficient Wealth Process SM-simplifies the complexities considerable wealth can create. Individually tailored to meet the specific goals of each client, his recommendations and solutions offer measurable enhancements to already well-planned estates. Our added perspective enables clients to experience Peace of Mind for a Life WellLived℠.
For more information visit Wealth Consultants, Inc. at
[email protected], or schedule a no-obligation conversation with Don Harmelin. He can be reached at: 203.352.2940 or
[email protected].
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