We focus on Insurance / Risk Management solutions, Employee Benefits, and Estate Planning for small to medium size businesses and individuals / families age 45+.
We help you protect what matters most, whether it be securing your retirement, protecting your income against unforeseen injury or illness, ensuring your employees have access to quality benefit programs, and the ultimate distribution and succession of your Business and/or accumulated wealth with Estate Planning.
With our client education and needs analysis process, full disclosure, and our personalized customer service, we’ll help you reach your goals.
We focus on the self employed / incorporated business owners and individuals / families age 45+ with a 6 figure net family income and 7 figure net worth.
If you are a Shareholder or Partner, own and operate a successful business, we can assist with your personal Insurance, Retirement and Estate Planning needs as well as your business insurance needs.
No Pressure – we appreciate you may need time to consider the solutions offered, and we prefer working with you side by side, taking the time to do the job properly.
Integrity – we utilize a consultative and needs based approach to planning – if you don’t genuinely need it, don’t waste your money on it.
Respect – we understand the unique needs of each client and understand that it’s your hard earned income, assets or business involved, not ours.
Unbiased Objective Advice – as Independent Financial Consultants we provide advice that is based solely on your unique needs, there are no “cookie cutter” solutions. Importantly, we do not have “sales quotas” or mandates to promote “in house” products or services only.
Professional Network – we can connect you with Lawyers, Accountants, Notary Public’s and Mortgage Specialists etc. for your other financial or legal needs that we do not handle directly.
