• Ultra-High net worth individuals
  • High Income Earners
  • Business Owners
  • Professional Careers
  • Tax Reduction Plans
  • High Contribution Retirement Programs  
  • Succession and Exit Strategies  
  • Buy-Sell Arrangements   

Customized solutions that help you succeed.

Retirement Plans

Business owners need and want their company's retirement plans to be strong and successful. Our teams provide specialized support to manage the plans operations. Our goal is to reduce amount of time and resources you devote to the plan so that you can concentrate more on your business. 

               

Succession and Exit Planning

Achieve maximum efficiency upon retiring or departing a business. Dramatically improved outcomes can be realized when succession and exit planning are coupled with specialized retirement accounts.

Wealth Planning

The greatest wealth creation tool in history of the world can turn pennies into dollars. Even more powerful than ever, today's life insurance is able to do the work of many dollars. These policies provide benefits for critical illness, long term care, Return of Premium, and can even by the death benefit while you are still alive and well.  

Estate Planning

Estate planning means meaning things to different people. For some, they might want to protect wealth and transfer it to succeeding generations in the most efficient manner possible. For others, estate planning can mean getting a will, trust, durable and special powers of appointment, health care directives and guardian provisions.

Asset Management

Build a customized investment portfolio that is specific to your needs, risk tolerance and timeframe. Meet short and long term goals while invested in the U.S. equities market.  

Health Insurance 

Consulting to get the best health insurance solutions for small and large companies. Navigating the health insurance market place for businesses can be difficult and complex. Our teams regularly consult companies on the constantly changing world of insurance to make sure our clients have the best plan in place.   

Since 2001

We have helped a great multitude of consumers with term life insurance, the preferred choice for millions of people world-wide. START YOUR QUOTE TODAY.

  • By submitting this request, I consent to receive phone calls regarding offered products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand that consent is not required to make a purchase. By submitting your request, you agree to this website's Privacy Policy and Terms of Use.

More Choices To Help You Get Better Rates!

Simplified Employee Pensions

IRA account rollover

Simple set-up, ease of administration. Retirement plans for self-employed and small companies. Similar to a traditional IRA's, these plans allow for much higher tax-deductible contributions, growing your retirement funds faster.

retirement income plan

A retirement income plan will show you how much income you're going to have every month in retirement. The plan details how long your income is guaranteed to last. Shows the investments where the income is coming from and how much of an estate you are going to leave your family when you're gone.

Executive Retirement Plans

Executive Retirement Plans

High wage earners encounter limitations with traditional retirement and disability plans.

High earning employees that max out their retirement plan contributions still come up short in retirement since these plans limit the amount they can contribute for retirement. 

Non-qualified plans can fill the gap, ensuring highly compensated employees have the retirement they deserve. 

Disability insurance is another problem unique to high income earners. Traditional plans may only replace a small percentage of their pre-disability income. 

High-Limit disability is a type of insurance plan that can replace a much larger percentage of pre-disability income. 


IRAs
Individual Retirement Accounts

How do you transform your IRA into something of much greater value?

How do you keep your IRA growing?

What happens to your IRA after you die?

Do you want to have greater control of IRA distribution?

Check your IRA beneficiary form, the key to generations of a tax-deferred fortune.


Who's your IRA expert?  


Life Insurance

Protects you and your family!

Kidnap and Ransom Insurance

If you have wealth that you want to protect or travel to dangerous parts of the world, you may want to consider a kidnap and ransom insurance.

The benefits and expertise these plans offer can give you peace of mind knowing help is available should an unfortunate situation happen to you.

Health Insurance

Professional Health Insurance Services

You don’t have to fill out long forms that go on forever, just to get a health insurance quote and find a plan that’s right for you. Simply provide us with a few details about yourself and we’ll get started on the work to find your plan.

Disability Insurance

Replaces your paycheck when you can’t work due to accident, injury or sickness.

High coverage amounts for:

  • Executives and Professionals
  • Doctors and Surgeons

Short-Term Benefits

Long-Term Benefits

Travel Medical Insurance


Schedule An Appointment For Your Complimentary  Financial Checkup

In this checkup, you'll discover...

  • How long your current savings could last in retirement.
  • All of your options to make your money work for you. 
  • How to optimize your social security benefits.
  • How you could legally pay fewer taxes. 
  • Strategies to help ensure you never run out of money in retirement.
women and wealth