Our team will help coordinate your circle of advisors in order to interact in a unified way. In doing so, each advisor will compliment one another, providing enhanced information and results regarding your financial choices.

Areas of Expertise

Individuals

Estate Planning, Wills, Medical Directives, Power of Attorney
Property and Casualty Insurance, including
Umbrella Policies
Maximizing Retirement Plan Strategies
- Best strategy for your specific situation
- Exit Strategy with Retirement Assets
- Income Streams in Retirement
Life Insurance, Disability Insurance, Benefits Review
Advanced Tax and Charitable Planning
Review and Advise on Debt Structure
Social Security Review
Review for Tax Efficiency (Tax Harvesting)
Overall Advisor Coordination

Businesses

Review Group Benefits: Health, Life, Disability, Dental
Succession Planning, Exit Strategics, Buy-Sell Agreements, Insurance Policy Review
Key Man/Person Planning
Business Valuations (BizEquity)
Retirement Plan Review:
- Department of Labor Compliance
- Compliance
- Fee Analysis
- Investment Options
- Actuarial Design
Employee Retention Planning
Employment Agreements
Debt Structure Analysis
Non-Qualified Deferred Compensation Plans
Business Plan Consultation
Review Property and Casualty Policies, including Worker’s Compensation Policies