Individuals We Serve

  • Current or former business executives and professionals
  • Entrepreneurs
  • High net worth families
  • Company employees

Working with the financial planning team, we focus on the proper utilization of life insurance in a goals-based asset allocation to help achieve overall financial objectives and mitigate risk

Solutions for Individuals:

  • Strategies to maximize spendable retirement income
  • Funding the cost of higher education
  • Funding health care costs in retirement
  • Legacy strategies to maximize assets transferred to heirs and charity
  • Family death benefit protection
  • Medicare coverage
  • Individual health insurance plans

Business Enterprises We Serve

  • Public and private companies
  • Professional practices (e.g., medical, legal)
  • Nonprofit organizations (e.g., hospitals, credit unions, universities)
  • Financial institutions (e.g., banks, insurance companies)

Our focus is working with business owners to consult on their insurance needs to maximize coverage, manage costs, and deliver comprehensive solutions to meet the needs of business owners and their employees.

Solutions for Business Enterprises:

  • Supplemental executive retirement plans (SERPs)
  • Business succession planning and buy-sell funding
  • Insurance-based retirement plans
  • Non-qualified deferred compensation plans
  • Incentive bonus arrangements
  • Split dollar life insurance
  • Key person indemnification
  • Property and casualty consulting
  • Health and welfare plans
  • Professional liability and commercial insurance coverage
  • Corporate health insurance plans