Our business is to help you preserve,
protect and enhance your wealth.
Our mission is highly defined —to help businesses and families enhance, protect, and transfer their wealth. While our products and services may change from time to time, nothing will change the foundation of our business—providing creative and innovative ideas with a very high-level of due diligence on products and services for successful people.
We are a high-performance, high-integrity group of people who make a difference by helping clients meet their objectives. Our philosophy is that helping our clients helps us.. Stated simply, we are in the relationship business.
We recommend products and services we believe are the best available. We operate on the theory that our papers will be graded, i.e., the most knowledgeable person on the subject will walk in our doors and critique our work. Our recommendations must be capable of withstanding this test.
We primarily focus on two related specialties; the design, administration, and funding of nonqualified benefit plans and plans to fund estate tax liabilities. Our process is service intensive and ongoing. Our clients tell us we are different because of our innovation, our experience, and our independence.
We are a multi-generational firm. Our principals have been providing quality ideas, products, and services for the past 50 years. Today, our team and systems help meet our commitment to clients well into the future.
Credibility is our greatest asset.. A client must be able to take our word to the bank. Incomplete disclosure or misrepresentations are unacceptable. Mistakes, however, are acceptable as they present opportunities to learn and grow. Those who do not make mistakes do not make decisions.
Our business strategy is to under-promise and over-perform. While this may cost us some business in the short term, it will guarantee our long-term success. Each time we deliver more than expected, our relationship with clients is strengthened.
We are committed to doing “whatever it takes” to provide a level of service beyond the expectations of our clients and their advisors.