Firm Description

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.

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. 

OUR PROCESS

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.

Our process involves:

• working closely with each client / client’s advisors to analyze the client’s situation
• designing and presenting for the client / client’s advisors a range of potential strategies
• implementing the selected strategy
• Annually reviewing the plan implemented
• We work on a fee only, fee plus commission or commission only basis tailored to fit the client’s requirements.