Additional Services

Insurance

We act as independent insurance professionals representing the majority of “A” rated carriers. We view life insurance as a solution for two primary areas of financial concern. To insure against the potential that your plan can be disrupted and to aid in the most effective transfer of wealth.

Estate planning

We will assist your legal professional to make sure your estate is properly structured so assets are transferred as desired and for an effective tax advantaged wealth transfer.

Small Business Planning

We are afilliated with Financial Gravity a team of tax attorneys and cpas who provide comprehensive tax saving strategies for small businesses.

We advise and collaborate with a team of outside professionals in the following other areas:

• Qualified retirement plans
• Employee health care and benefits
• Succession planning for small businesses and business valuation services.