Individuals

We are trusted advisors and partners in our clients’ overall financial planning. We take pride in the scope of our available services and the value added that we bring to each client-focused solution. We offer creative solutions to help clients manage and preserve wealth throughthe following products:

  • Designing Intergenerational Wealth Building and Wealth Transfer
  • Disability Income Protection for high income earners
  • Employee Benefits (Life, Medical, LTD, 401K, Voluntary Benefits)
  • Long Term Care Insurance to protect assets
  • Structuring Supplemental Retirement Plans with Specially Designed Products
  • Investment Management - Using Portfolio Construction, Asset Allocation, and Rebalancing with access to institutional programs
  • Succession Planning for Professionals and Business Owners
  • Offering Strategic Alliances Through Third Party Administrators and P&C Risk Managers