We provide insurance solutions and estate planning services for business owners, entrepreneurs, medical professionals, wealthy individuals and families.

Insurance instruments for family protection and tax planning

  • Term Insurance
  • Permanent Insurance (Universal, Whole Life)
  • Private Mortgage Insurance
  • Partnership Buy/Sell Funding
  • Key Person

Health Insurance and Living Benefits

  • Long Term Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Best Doctors®
  • Group Benefits
  • Health Spending Accounts (HSAs)

Estate Planning

  • Using permanent Insurance as an investment alternative
  • Tax minimization
  • Tax elimination
  • Succession Planning
  • Purchase/Sale of professional practice
  • Shareholder agreements
  • Individual Pension Plans (IPP's)
  • Charitable Planned Giving

Our Professional Network

Financial Services

  • Financial Planning
  • Investment and Retirement Planning
  • Bank Financing
  • Equipment Leasing
  • Equipment Financing
  • Property and Casualty Insurance

Professional Services

  • Legal
  • Accounting
  • Practice Management
  • Business Valuation
  • Brokerage Services
  • Commercial Real Estate