We are a team of independent financial advisors providing group benefits, insurance, wealth management and transition planning solutions. We bring a disciplined planning process, an extensive professional network and access to leading suppliers to help individuals and companies: - Create financial security - Build and preserve wealth - Reduce the impact of taxes - Protect yourself and your family - Lay the foundation for a lasting legacy - Protect your business - Retain and motivate key employees - Manage important transitions in your life You benefit from a highly personalized approach built on a thorough process of discovery. We take the time necessary to understand your unique set of challenges and develop solutions tailored to address your special needs and those of your family, estate and business.