Who We Serve
Individuals and their Families:
We offer a wide variety of Insurance, Investment, and Financial Services for individuals and families. As each situation is unique, it is important to have a professional analysis of your financial picture so as to determine the best course of action.
Self employed, Business owners and Corporate clients:
We specialize in Risk Management solutions for business clients. There are a variety of concerns you may need to address such as....
- Buy/Sell Agreement Funding
- Key Person Protection
- Income Replacement
- Employee Benefits and Pensions
- Business Succession Planning
- Estate Planning and Equalization