Individual Services

Business owners have special needs. We can help you anticipate those needs, whether they are executive bonus plans to attract and retain key executives, or insurance plans to protect you and your partners in the event of death or disability.

Just as your business has special needs your family needs can be just as complex. Only after we explore and assess your individual situation and understand your unique vision, do we help you develop an approach designed just for you. As a completely independent firm we have access to world-class products and services from the widest array of companies. The below services are examples of the products that can be customized based on your needs:

  • Life insurance
  • Disability insurance
  • Retirement strategies
  • Estate analysis