We are an independent, boutique life insurance advisory firm and we believe that properly designed and implemented life insurance can function as an asset in your investment portfolio. In 2020, our firm has formally evolved into a new company with multiple advisors called Pinpoint Wealth Partners. This new entity has provided an opportunity to implement a succession plan structured to enable the firm to serve clients for generations to come. We invite you to connect and learn more through Pinpoint Wealth Partners. Specialties: ✓ Life Insurance ✓ Estate Planning ✓ Business Planning ✓ Estate Equalization ✓ Executive Compensation ✓ Buy-Sell ✓ Key Man Insurance ✓ Premium Finance ✓ Wealth Accumulation ✓ Life Settlements ✓ 1035 Exchanges ✓ Disability Insurance