Financial Planning

Because your objectives are personal and complex, we provide access to an array of legal, actuarial, and tax expertise to identify specific needs and to develop an integrated plan just for you. As our client, you will benefit from a number of important relationships. After years of sophisticated insurance planning, we have developed associations with nationally respected tax attorneys-experts in their field-who are now part of our personal network of advisors. Access to these experts gives us a critical edge in the ever-changing world of tax law.

Since your business figures prominently in your net worth, we provide expert navigation in the complexities of estate planning and the successful transfer of your business and personal wealth to successive generations. For your corporation, we establish management compensation plans to ensure adequate security and funding to support corporate promises.