We coordinate the financial affairs of select individuals, companies and families. We focus on the wealth management issues that people of success and accomplishment will face during their financial lifetime. Our objective is to work to make sure these vital issues are properly addressed and a strategic plan is in place.

* Business Succession Planning * Key Man * ESOP * Executive Benefits * Employee Benefits * Human Resources * Buy/Sells * Group Disabilities & Life Programs * Business continuation Planning * Exit Strategies * Wealth Creation * Wealth Conservation * Financial Strategies - Family Owned Businesses