We assist our clients in mitigating the risks associated with death, disability and the aging process. By utilizing a planning process approach, the emphasis is on the solution not the product. We go through an extensive fact finding process and collaborate with our clients to make sure that we have clear objectives before we discuss solutions.
When making recommendations we consider our clients’ goals and objectives and carefully consider how various products interact with the rest of their assets. We also take time to understand how product design and ownership impact income and estate tax liability. Proper insurance planning is a collaborative process. We feel a strong sense of shared responsibility to protect our clients, their families, and their businesses.
We also work with our clients to protect their business interests. We specialize in helping our clients fund buy-sell agreements, provide Key Person Insurance and liquidity to assist in business continuation programs. We also assist our clients with employee benefit programs both from a plan design and a solution perspective. For many of our clients their business is their most significant asset. Protecting it and providing for generational continuity is our focus.
We assist our clients with:
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Health Insurance
