Institutional Level Services


  • Business Succession Planning

  • Buy-Sell Agreement Consulting

  • Exit Planning for Owners

  • Business Valuations

  • Strategic Compensation Strategies

  • Key Person Retention/Coverage

  • Qualified Retirement Plans

  • NQ-Deferred Compensation Plans

  • ESOP – Employee Stock Ownership Plans

  • BOLI – Business Owned Life Insurance

Individual Level Services


  • Expertise in High-Income/High Net-Worth Families

  • Income and Estate Tax Planning

  • Retirement Planning

  • Personal/Trust Owned Life Insurance

  • Large Case Life Insurance Programs

  • Wealth Accumulation

  • Wealth Preservation

Every Business is Unique

There is no one-size-fits-all answer when it comes to protecting a business. We are here to assist you with the creation and implementation of appropriate solutions tailored to meet your specific needs and protect the long-term best interests of your company and family. Our experienced team enables us to assist in providing a plan that’s right for you and your business.