All of Our Services
Business Services: We offer business owners estate and financial planning, business succession planning, customized executive benefits creation (“Golden Handcuffs” for key employees, for example) and more.
Business Services for Financial Advisors: We help financial advisors who’d like to retire to retire and we help financial advisors who’d like to grow their business to grow their business.
Comprehensive Financial Planning: Comprehensive financial planning is properly viewed as ongoing, rather than as a one-time task. Saving and investing for a secure financial future has to be based on an ongoing evaluation of your risk tolerance, time horizon and diversification. This kind of dynamic financial planning considers the full breadth of wealth accumulation, protection, income distribution and legacy planning in various stages of life and the goals and drivers that may be important to you in each of them.
Estate Planning: An estate plan is a plan you make that lets you choose how your money will be used after you die.
Insurance: Do you have disability insurance in case illness or injury makes it impossible for you to continue working? Do you have life insurance to help support your loved ones after you die? If you don’t, we can help you get insurance. If you do, we may be able to help you get better insurance.
Our Investment Annuity Review Process: We review your annuity contract to make sure that it’s right for you and that it will help you meet your goals.
Investment Placement & Oversight: We place investments for you according to your needs, values, goals and desires and make sure that they’re performing as needed. Even a 1% difference in investment return can significantly matter over time.
Life Insurance Settlements: Do you have a life insurance policy you no longer want or need? If so, we can help you sell yours for the best possible value.
Long-Term Care Insurance: Unfortunately, Medicare does not cover all the costs that you may need as you age, like nursing homes/assisted living facilities costs and other related expenses. Long-Term Care Insurance covers those expenses, and we can help you get Long-Term Care Insurance that will help you meet your needs.
Life Insurance Policy Management: We continuously monitor your life insurance to ensure that it’s always the best policy for you, your needs and your goals.
Underwriting Advocacy for Trustees & Private Clients: We can get you the best insurance for the best price, based on your needs. We do this through our underwriting advocacy.