We feel our method is different than other professionals because when we hold an in-depth, in person complimentary consultation to discuss your financial goals we speak from our family to yours.  We dedicate this time to really getting to know you. We want to understand what's important to you and your family so we can help you develop strategies for today and tomorrow.


After we have evaluated your situation, we invite you back to our office (or your kitchen table) and make recommendations.


We want to help you with:

-Budget Analysis

-Trust and estate planning strategies


-Life Insurance

-Disability Income Insurance

-Long Term Care Insurance

-Personal Financial Strategies

-Retirement Plans

-Tax Reduction Strategies

-Business Succession Planning

-Premium Financing Strategies

-Asset Preservation Strategies

-Buy-Sell Agreements

-Key-Man Policies

-Foreign National Strategies


We do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.  


Premium Financing is arranged by an independent third party specialist.