General Info

Providing unbiased financial and insurance / benefits solutions to successful businesses and highly compensated individuals since 1972! We address financial risk management and tax-favored savings that is beyond the training of many advisors. Special areas of focus include exclusive benefits for business owners and key executives, wealth transfer and charitable goals for high net worth families, financing chronic illness expenses for seniors, and income protection for disabled professionals. We work for you, not financial product vendors, and are your best advocate to define your needs, narrow down strategies and solutions, then implement and maintain your plan. What financial concerns are still not addressed in your world?