Broker Check


Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®

Business Services:

  • Business Planning
  • Benefits Assessment
  • Business Continuity and Succession Planning
  • Key Employee Protection
  • Qualified Retirement Plans (i.e., 401(k)s, IRAs, etc.)
  • Non-qualified Executive Benefits (i.e., deferred compensation)
  • Business Life Insurance
  • Salary Continuation and Disability
  • Income Insurance
  • Estate Planning Services
  • Legacy Planning Services
  • Access and CPE Seminars for Professional Advisors

Services with Other Advisors:

  • Buy-Sell and Cross-Purchase Agreements
  • Trust Services
  • Business and Personal Tax Planning
  • Third-Party Administration

Services with Strategic Alliances:

  • Business Valuations
  • Key Employee Assessment
  • Merger and Acquisition Advice and Planning