What We Do

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

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

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.

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

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.