Chartered to support the Advisors of the Financial Services Industry by providing Estate and Business Strategies, Insurance Marketing and advice using a platform of advised choice. With on average over 30 years experience in the Financial Services Industry along with our Regional Specialists, we bring complimentary backgrounds to assist in the planning process for the firms we support. Our Areas of expertise include: Wealth Preservation and Transfer (Comprehensive Financial & Estate Planning, Asset Protection, Family Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Long-Term illness) Wealth Accumulation(Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies) Business Planning (Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits)