We guide families & businesses to transfer their risk & liability away from their estates & businesses.
We guide business owners to develop ways to keep employees longer and make them happier.
We help people to protect their estate & retirement plans.
- Employee Benefit Consulting
- Business Succession
- Estate Preservation / Planning
- Charitable Endowment Plans (Planned charitable giving strategy)
- Capital Gains Planning
- Buy / Sell & Key Person Protection
- Tax Sheltering
- Mortgage Protection
For more information or to get a quote.