We take pride in getting to truly know a family. We listen, we spend time, we ask questions, we analyze and we listen some more. Then we create a thoughtful, customized solution that expertly preserves a family's wealth and legacy.

We believe that life insurance is an important component of a family's portfolio because:

  • Unlike all other assets, life insurance death benefit is predictable, non-correlated and free of income tax. If structured correctly, it is also free of estate tax
  • Life insurance provides liquidity at the time when it is needed most
  • Life insurance can fund promises, desires and important needs
  • Life insurance can make up for just about any other bad investment
  • Life insurance has a stabilizing effect on ones total investment portfolio