Services
We provide insurance solutions and estate planning services for business owners, entrepreneurs, medical professionals and wealthy individuals and families.
Insurance instruments for family protection and tax planning
- Term Insurance
- Permanent Insurance (Universal, Whole Life)
- Mortgage Insurance
- Partnership Buy/Sell Funding
- Key Person
Health Insurance and Living Benefits
- Long Term Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Best Doctors®
- Group Benefits
- Health Spending Accounts (HSAs)
Estate Planning
- Using permanent Insurance as an investment alternative
- Tax minimization
- Tax elimination
- Succession Planning
- Purchase/Sale of professional practice
- Shareholder agreements
- Individual Pension Plans (IPP's)
- Charitable Planned Giving
Our Professional Network
Financial Services
- Financial Planning
- Investment and Retirement Planning
- Bank Financing
- Equipment Leasing
- Equipment Financing
- Property and Casualty Insurance
Professional Services
- Legal
- Accounting
- Practice Management
- Business Valuation
- Brokerage Services
- Commercial Real Estate