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Practice Areas

Life Insurance
We specialize in all types of life insurance products and solutions. With direct access to dozens of carriers , we are able to bind up to $100,000,000 of protection on a single insured , provide the most competitive pricing on term , and cover nearly all types of “impaired risk” situations.

Tax Efficient Retirement Planning
We help you with the most important mantra of financial planning: “Its not what you make , and its really not what you keep…what matters most is the amount of tax free , lifetime income generated from what you’ve accumulated”


Business Risk andEmployee Retention Planning
We design strategies to protect business continuity in the event of death and/or illness , as well as help you attract , retain and reward key employees.

Long Term Care Solutions
We have “solved the riddle “ of Long Term Illness. We have products that cover the costs of a chronic illness WITHOUT the risk of paying premium for something you may never use.

Estate and Succession Planning
We help you preserve and protect the maximum amount of wealth possible , and ensure that it is transferred most efficiently to your loved ones , business partners and other charitable beneficiaries.

Health Insurance and Employee Benefit Design
We help you navigate the complicated and often cost prohibitive nature of group health , life , disability and long term care.

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