We specialize in providing insurance, estate planning & wealth management solutions for successful business owners, professionals & self-employed individuals.
We assist our clients with:
- Tax reduction strategies
- Wealth accumulation, protection and transfer strategies
- Holding company investment strategies
- Investment manager selection & oversight
- Individual Pension Plans for incorporated professionals
- Insurance funding for business agreements
- Life insurance funding strategies for estate liquidity needs
- Insurance assisted philanthropy
- Employee & executive benefits
- Retirement Compensation Arrangements (RCAs)
A Wealth of Resources
We do not attempt to be experts in all things. Instead, as needed we happily leverage our relationships with many third party specialists to form an extension of our team. As with our clients, these relationships have been forged over many years and built upon a foundation of trust and mutual respect. You’re never being handed off. Instead, you’re gaining additional expert team members who are working together for your benefit.
We organize, communicate and help to maintain accountability on your behalf to ensure that things get done efficiently. We help to streamline the process, reducing costs and freeing you up to focus on your business and your family.
A single point of contact for access to an extensive suite of dependable resources. When we don’t have all the answers, we know who does.
click to enlarge