What We Do
As planners we help families and business owners define what’s most important to them and measure the gaps in their current plan vs their ideal vision. As insurance experts, our role is to design, implement and oversee world class protection plans that will stand the test of time.
Our compensation is tied directly to developing planning strategies and funding solutions that include life insurance, disability coverage, long term care insurance and tax deferred annuities.
What We Don’t Do
- We don’t provide active wealth management
- We don’t provide tax or legal advice
- We don’t offer business valuations or provide investment banking services