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OUR APPROACH

We provide a wide array of services, beginning with a thorough analysis of your current policies, investments, and financial goals. 

With access to teams of tax attorneys, CPAs, and financial services professionals, our research and methodology is updated to account for a continually changing tax and regulatory environment. The breadth of services we specialize in allows us to find a tailored solution for each clients’ needs. 



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core services

Insurance Planning

  • Whole Life
  • Universal Life
  • Index Universal Life
  • Variable Universal Life
  • Term Life
  • Premium Finance
  • Section 79
  • Life Settlements
  • Disability Insurance
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Estate
Planning

  • Pension Maximization
  • Insurance Trust
  • G.R.I.T.
  • G.R.A.T.
  • I.L.I.T.
  • Q.P.R.T
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Business
Planning

  • Buy-Sell Agreement
  • Key-Man
  • Business Succession
  • Defined Benefit Plans
  • Captive Insurance
  • Qualified Plans
  • Employee Benefits
  • E.S.O.P.
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Retirement
Planning

  • Investments
  • Annuities
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