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