Caring, Trust & Expertise.
- Our Mission is to honor the depth of the relationships and trust we have with our clients.
- Our solutions solve complex estate and business situations with innovative life insurance, financing, and advisory services. Our solutions protect and grow assets and legacies.
- Our solutions are cutting edge, providing unique opportunities specifically tailored to each client’s needs.
Wealth Management Services
Who We Serve
Conversations about one’s personal and business financials and wealth are private and often intimate.
That is why we operate under the principle of One Degree of Separation,
Our clients are our family, our friends, or friends of our friends.
Owners and Leaders of privately held and family businesses.
Families Focused on creating multi-generational wealth
Executives with complex compensation packages
What We Offer
We provide custom life insurance, financing, and estate and business advisory solutions and services.
How We Work Together
Cares for Me Like Family
We begin with people we know, people who trust us and we trust them. Only from this foundation can we have open and frank discussions.
Creates a Plan that’s Right for Me
We ask the questions our clients ask themselves in those moments of quiet contemplation (and sometimes anxiety).
Experience and Expertise
Each client situation is unique. We explore to understand, and then bring resources to bear that are most appropriate for the situation.
Financial education is important too us. We share educational material that can help you make important financial decisions.
One of this year’s Super Bowl ads touched me and made me cynical at the same time. Dodge’s RAM Truck ad linked their trucks with instances of people helping others and giving back to their communities. Playing in the background were excerpts from Dr. Martin Luther...
An ESOP (Employee Stock Ownership Plan) is a unique vehicle for owners and employees. An ESOP offers a flexible, tax-favorable way for owners to exit their business and provide retirement benefits and retain and motivate employees. ESOP’s are popular. In the U.S....
Although it’s a very powerful structure for many ESOP owned companies, it continues to be shocking to many owners and their tax advisors that a company owned 100% by an ESOP is essentially tax exempt. Believe it! This competitive tax advantage is the result of the...
Are your company's ESOP repurchase obligations like a monster hiding in the closet? How can you develop a plan for managing and funding repurchase obligations if you don't know what they are? An ESOP company with privately-held stock has a statutory obligation under...
An Employee Stock Ownership Plan (ESOP) can be a great option for business owners who are developing a succession strategy, providing an additional retirement benefit for employees, or hoping to achieve diversification, but is it right for your company? To answer this...
Selling or Buying Selling - the act of providing goods or services for money. Buying - the act of procuring goods or services for money. They sound similar, and ideally are similar. They are interdependent, yet they manifest themselves in different ways, and somehow...
Sign Up for Our Newsletter
Please input your email address in the box below to start receiving relevant current information pertinent to you. Our Newsletter covers timely financial news and planning strategies you can put to use.