Our work is centered on closely held business owners and individuals with estate planning needs. We assist clients with reviewing, designing and implementing solutions and strategies for their retirement, succession planning and insurance needs.
Our process involves:
We are independent consultants / brokers representing our clients, not an insurance company or financial institution. We have established our reputation by providing timely, accurate, innovative and unbiased answers to our client’s questions and solutions to their needs.
In producing the best results for our clients, we often work with the clients other advisors. Awareness makes opportunity visible. We designed our process to this end—to bring insightful awareness to all parties so informed decisions can be reached.