What We Do

We specialize in assisting businesses and high net worth individuals to address long-term wealth transfer and business planning issues. Specifically our practice is focused on:

• Helping to create legacies through wealth building strategies and wealth preservation plans that utilize a wide variety of financial products and services
• Helping to preserve businesses through business succession planning
• Rewarding & retaining executives of closely held businesses and non-profit organizations by designing state of the art executive benefit plans
• Establishing potentially preputual incomes at retirement and in the event of financially threatening illnesses and accidents
• Using life insurance creatively to protect human life values and enhance the value of other financial assets