Our Process
Discovery
As financial professionals, we start by listening and keep listening. We never lose sight of the fact that it’s your life, your loved ones and your legacy and nothing is more personal or more important to you. What keeps you awake at night? We spend time getting to know you – your dreams, fears and what drives your financial decision-making process. Understanding you is our first step.
Analyze
We analyze the risks in your business and personal worlds and recommend appropriate protection. Our holistic approach enables us to identify the costly redundancies and potential synergies in your finances, and helps you minimize risks, taxes, and cost and maximize wealth and protection.
Implement
With wealth comes complexity. We work with you, your attorneys and accountants, and with our insurance and investment professionals to coordinate the implementation of your plan.
Monitor
Births and deaths, marriage, divorce, illness, world events-any of these can quickly change the financial picture. We constantly monitor your finances, so that we can adapt and fine-tune your strategies for the best results no matter how your life and the world changes.
Our comprehensive approach and sophisticated planning capabilities have enabled us to attract and retain premier clients all over the country. We take pride in offering a range of financial products that enable us to implement our clients’ plans with equal quality.
Insurance Products
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Health Insurance
- Annuities
- Executive and Key person benefits
Advisory Services
- Insurance planning
- Retirement planning
- Business planning
- Estate planning
- Special needs planning