Services
We help our clients in the following areas: Business and Estate Planning, Executive Compensation, Employee Benefits and Life Insurance Brokerage
Business Planning
- Integrated Estate and Business Planning for Closely-Held Business Owners
- Executive Benefit & Compensation Solutions for Public and Private Companies
- Retirement Planning & Funding
- Employee Benefits
Individual Planning
- Retirement Planning
- Spousal Protection
- Charitable Giving
- Education Funding
- Estate Planning
- Life and Health Insurance Brokerage
How We Work
- We collaborate with our Client's accounting, legal and financial advisors and develop a full understanding of the Client's goals, needs and important factors.
- Using state-of-the-art technology, we streamline plan design, administration, operations and communications to serve our Clients well.
- Our strategic alliances with Texins Solutions, Ltd. and others help us bring an extended team of specialists to our consulting projects and transactions.