CLIENTS WE SERVE

We serve many types of clients; some specific examples are listed below. No matter what stage of life you are in or who you are, we will tailor a program designed specifically for you. Over time, we will adjust your program as changes in life and business occur.

• Closely held established and newly formed businesses and business owners. Our objective is to assist the business client to efficiently manage and implement employee benefits such as:
• Funding buy-out agreements
• Protecting and retaining key employees
• Designing and evaluating appropriate retirement plans to best fit the business and owner’s objectives.
• Upstanding individuals and family households who are receptive to uncommon advice and guidance with respect to financial protection, investment management and overall financial stability.
• Individuals and families seeking guidance and solutions with estate preservation and legacy planning.