What We Do

Executive Benefit Planning

We establish custom benefit programs for companies, their executives, and members of their Board of Directors. The programs frequently assist in recruiting, rewarding, & retaining top talent.

Business Succession Planning

We help address the unique risks owners & shareholders of companies face with business succession & transition planning.

Planning for Executives, Business Owners, & Professionals

We help executives, business owners, & professionals with custom plans to help them address their unique risk management, accumulation, estate & charitable planning objectives.

Retirement Plans

We help companies to design, adopt, & maintain tax efficient qualified retirement plans that are often complimented with other non-qualified plans targeted for select executives.

Group Benefits

We assist companies & organizations with cost efficient specialty group benefits.

Policy Management Services

We conduct detailed & objective annual reviews of existing, in-force, life insurance policies. We work with our client’s existing advisors to ensure the policy owner’s coverages are performing as intended.

Life Settlements

We help life insurance policy owners sell policies to 3rd party, institutional investors for fair market value on the secondary market.