Additional Services
Insurance
We act as independent insurance professionals representing the majority of “A” rated Life Insurance and Long Term Care providers. We view Life Insurance and Long Term care Insurance as solutions to insure against the potential that your plan can be disrupted and to aid in the most effective transfer of wealth.
Estate planning
We will assist your legal professional to make sure your estate is properly structured so assets are transferred as desired and for an effective tax advantaged wealth transfer.
We advise and collaborate with a team of outside professionals in the following other areas:
- Qualified retirement plans
- Employee health care and benefits
- Succession planning for small businesses and business valuation services.