OUR SERVICES

Investment Management

We employ time-tested business principles  that have a strong lineage of success to design a customized portfolio of stocks and bonds. The aim is to protect your capital, provide reasonable growth, and to be tax efficient.

Insurance

We offer an array of travel, life, estate, mortgage, disability, critical illness,  business key person, and business interruption insurance plans to help protect you, your loved ones, and your business from unforeseen events.

Risk management

We create comprehensive strategies to reduce the impact of events that could affect your financial security. Our objective is to offer you the protection and peace of mind regarding your business, retirement income plan and your personal assets.

Business succession

We’ll work with you to draft a holistic plan that aligns with your retirement and estate planning needs should you decide to sell or transfer the ownership of your business.

Estate planning

Our goal is to help you build intergenerational wealth. We’ll help you create a plan that allows you to pass on your assets to your children, loved ones, or causes, while minimizing estate probate fees and taxes.

Debt management

It is important to eliminate your debt prior to your retirement. Using our effective cash flow strategy, we will design a plan to help you accomplish this.

Tax Planning

It is difficult to create wealth unless it is combined with a simultaneous attempt to minimize taxes. Experience has taught us that the right structure can sometimes be more effective in creating wealth than great investment returns.  We work with you and your accountant to design structures and strategies that can assist you in minimizing taxes.s.