OUR MISSION We help our clients keep what they’ve built and protect it from life’s unforeseen risks. HOW WE DO IT We evaluated the entirety of a clients balance sheet identifying risks and opportunities. We examine profitability through tax efficient decision making processes to pinpoint short term and long term impacts. We deliver customized opportunities for clients to improve their lives and protect their assets. We assist with pre and post succession planning for business owners. We have expertise with strategic implementation of executive compensation, including: Deferred Compensation Cash Balance Plans Tax Recovery Packages Phantom Stock We specialize in “Smart Debt” making your money work for you not against you through our commercial brokerage platform.