Core Services

Retaining wealth is not an option, it is an obligation. It is critical to your own security and quality of life in your retirement years, and essential in meeting the needs of family members whose welfare depends on your good judgment.


Asset Protection Strategies

Guided by your long-term financial goals, we will help you develop, in conjunction with your tax/legal advisor,  a comprehensive asset protection strategy designed to help potentially utilize protective trusts to take advantage of various state and federal exemptions. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.


Estate Planning Strategies

Our comprehensive estate planning services involve close coordination with your attorneys and accountants. We will work with them to minimize the tax burden and maximize the value of your estate as assets are transferred to your heirs.


Insurance Evaluation

We will review each of your current fixed insurance policies, and related financial vehicles, in order to evaluate options and alternatives currently available to you in years past. We often are able to increase coverage at lower insurance rates.


Individual and Business Retirement Planning Strategies

Our experience in the industry providing retirement services keeps us in the loop with ongoing legislative changes affecting individual retirement planning, as well as company group plans. We work with innovative and creative strategies available.


Employee Benefits

Our experience with Employee Benefits rounds out our services by ensuring that benefits offered in the workplace compliment, fortify, and help maximize both employer and employee expectations.


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