Advisory Services

While we deliver great planning solutions for our clients, part of our success stems from our ability to collaborate with our client’s advisory team, including lawyers, accountants, money managers, and other experts. We’ve learned that while no one has all the answers, collaboratively working as a team prevents misunderstandings, over complexity, and confusion.

 

Helping you cut through the confusion and achieve clarity to make decisions with confidence is our passion. We believe that “making a difference” for our clients is more important than being different.

  • FAMILY BUSINESS PLANNING

    • Succession Planning

    • Continuity Business Planning

    • Family Governance (Family Business Rules)

    • Buy-Sell Funding & Structure

    • Key Executive Compensation & Protection

    • Business Loan Protection

    • Corporate Life Insurance Strategies

    • Employee Benefits

    • Corporate Insurance Audits

  • SINGLE PURPOSE PLANNING

    • Tax Funding Solutions & Strategies

    • Life Insurance

    • Disability/Income Protection

    • Critical Illness Protection

    • Personal Insurance Audits

    • Financial Independence Planning

    • Investment Portfolio Manager Referrals

  • LEGACY & ESTATE PLANNING

    • Legacy Planning

    • Estate Planning & Wealth Transfer

    • Estate Tax Funding

    • Estate Equalization

    • Asset Protection

    • Asset Conservation Strategies

    • Philanthropy

“The best time to plant a tree was yesterday.”

— Unknown