We are a family owned and operated consulting firm specializing in the design and implementation of advanced planning strategies for high net worth families and successful business owners. As a one-stop product resource, we can assist in evaluating your client’s needs and make recommendations based upon the experience and expertise of a major life insurance brokerage agency. We are a state-of-the-art resource center - a service organization providing estate and executive planning as well as marketing support for life, disability, long term care, critical illness, life settlements and annuity sales. We deliver the local, personal touches that are so critical to effective sales and service support and yet are so often ignored in today’s rush for greater profit.