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.
If you think that your business is too small to need life insurance, you are wrong. In fact, the smaller a business is, the greater the need for life insurance. The need for life insurance is not a function of size of business. It is a function of planning for the...
Bank Owned Life Insurance (BOLI) is not new. Approximately 1 out of 2 US Banks own BOLI today. BOLI is simply an institutionally- designed, Key Person life insurance policy; it performs like a tax-free investment. Here’s how it works: A bank purchases bank owned life...
The sales team, more than any other functional area of the business, needs to work well. If they don’t, all other functional areas of the business have nothing to do. So, with that in mind, here are five elements that are essential to building a strong sales team....
If you can say no to the following five scenarios, you do not need any life insurance. Scenario #1 - When you die, it’s okay if your business dies with you. You are the owner of your very own privately-held company. You started it, grew it, and made it successful. ...
Get rid of customers - Get rid of products - Raise your prices. These ideas, while sounding a little crazy, actually can increase revenues. Let me share the story of a commercial printer that got rid of customers, got rid of products, and grew. Previously, the printer...
By Kevin Marshall CFO and Vice President Global Investment Strategies A lot of our clients are successful enough to help others. This manifests itself through selfless charitable works and giving. It also manifests itself through investments, specifically as Angel...
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.