Through years of experience and a hands on approach we are able to offer superior knowledge and service to companies and their executives. Having a team of CFP’s allows us to take an overview of our clients’ situation and tailor the proper benefits accordingly. We have cultivated fantastic relationships with carriers throughout the country which ensures we bring the best rates and benefits to our clients. The benefit world changes rapidly and having a pro by your side protects your best interests. We make sure you are being looked after and are current on what you need to do as a company.
“Annual Life Insurance Check-up...
This is extremely important and something most people do not do.”
Our Services
Tax Free Supplemental Retirement Income
There are limited options on tax free retirement options. Our team of specialists can create a stream of tax advantaged retirement income options for you.
Business Succession Planning
Let's continue your legacy. If you cannot afford to lose a key employee or business partner you will need to have a plan.
Legacy/Estate Planning
What will you pass on to your loved ones? Do you have a plan? We can help you build the right plan for your family.
Do you plan on leaving money to your heirs? If so, we put strategies together designed to help maximize what you will leave to them - this must be planned for in advance.
Education/College Funding
There are benefits to using life insurance as a funding vehicle for your educational planning needs. We can help you discover if this is the right fit for you
Free Review Of Your Life Insurance Policies
The cost of insurance has gone down over the years. We will review your policy to see if you can keep the same benefits with a lower cost - or increase your benefits but not pay any more.
Do you have permanent policies that should last until you die? Many times that isn't the case. It is VERY important you review your policies annually. Your policy could be ready to lapse. A lapse means a life insurance policy is no longer an active contract. We offer a free life insurance CHECK-UP to make sure your policy is still meeting your goals - and if not.. we will help you figure out what the best thing to do is.
Iindividual, Life, Disability, Long Term Care Insurance
Need advice on the best plan in a complex insurance market? We've got solutions to help build your custom plan.
Charitable Giving
Are you planning on leaving money to charity when you pass? We can help you figure out a plan to maximize what you give to charity as well as give you tax benefits.