Our Philosophy

Most successful families and business owners have relationships with professional advisors often built over many years.  Our job is to complement not compete where possible.  We often see insurance viewed as a complicated asset that creates fear and confusion.  Our goal is to provide straightforward ideas in a clear and transparent manner to remove emotion so great decisions can be made that protect your family, business and estate.

Our Passion

We’re passionate about life insurance because we believe in the value of protecting legacies.  Conversations about mortality often lead to clarity on how we feel about money, family, business and legacy. How much is enough and how much is too much?  How can you leave a meaningful legacy that empowers but doesn’t enable your heirs?  Great planning combined with the unique guarantees and tax properties of insurance are the tools we use to protect your family, business and philanthropic legacies.

Who We Serve

OAI is a boutique firm specializing in creating tax efficient solutions for families and companies that face large income, capital gains and estate taxes.  We are experts in the  design, implementation and oversight of sophisticated insurance and wealth transfer solutions.  

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