Our Services

Business Succession & Continuity Planning
Ensure that your business achievements endure into the next generation

  • Structuring and funding buy/sell arrangements
  • Business succession planning
  • Owner exit planning

Legacy Planning & Asset Protection Strategies
Provide clarity for your heritage that emerges from your personal values

  • Income protection
  • Tax-efficient long-term care strategies
  • Debt liquidity and collateral
  • Bloodline planning

Advanced Underwriting & Insurance Procurement
Leveraging life insurance as an asset class to effectively transfer wealth to your heirs

  • Partnership with a leading firm, Ash Brokerage
  • A multiple-carrier underwriting process
  • We provide options on prices and products from the top tier insurance carriers
  • Provide insurance carrier financial reports and product comparison spreadsheets
  • Client confidentiality

Insurance Portfolio Reviews & Performance Assessment
Surround yourself with a circle of competent advisors to manage your portfolio and respond to changing circumstances

  • Life insurance portfolio management; a detailed assessment and feedback for enhancements
  • Annual reviews of client portfolios to monitor performance
  • Analyze new carrier products and perform comparison reports to explore new opportunities