We're a boutique firm that focuses on helping Business Owners and Executives keep talent, cut benefit costs, and protect more of what you earn and have created. 

We do this by educating you about specific executive and employee benefit plans and tax strategies that are relevant, and legal, to help you achieve both your personal and business goals and objectives.

Over the past 30+ years working alongside 613+ financial, insurance, and investment advisors, we've designed smarter benefit solutions that  help you:

🦆 Reward and retain top talent while controlling benefit expenses

🦆 Add impactful benefits at little or no net cost to your business

🦆 Protect your personal and business assets from unexpected health-related expenses

🦆 Retire with tax-free cash flow and be able to keep your wealth in the family 

Minimize life’s unexpected events. Help others. Live a life of gratitude! 

Go to my calendar and schedule a complimentary 15-20 minute chat. Let's see how we can help you attract and keep top talent, reduce your overhead, and reach your business and personal financial goals.