Strategic Insurance Solutions

When most people think of insurance, they think of life, home and auto insurance.

But insurance-based strategies can also help you protect and enhance your wealth.

Our Insurance Specialist can meet with you to determine the suitability and cost-effectiveness of several insurance strategies to:

  • Boost your retirement income
  • Enhance the value of your estate for your beneficiaries
  • Protect your assets from the impact of probate taxes
  • Maximize your gift to charity

Financial Planning

We offer financial plans designed for your individual needs, whether you’re still working or already retired, whether you’re single or married, or whether your financial situation is less or more complex.

Your financial plan will help you address a wide range of financial concerns, including:

  • Cash management
  • Debt management
  • Tax planning
  • Investment planning
  • Retirement planning
  • Risk management
  • Estate planning

You will receive a personalized report containing specific recommendations on the actions you need to take to achieve your financial goals.

Will and Estate Consulting

If you haven’t recently updated your Will, or if your personal or financial situation has recently changed, you may be interested in our complimentary Will & Estate consultation service.
Our Will & Estate Consultant will meet with you to identify any opportunities you have to structure your estate in an efficient and tax-effective manner.
It will cover topics such as:
  • Updating your Will
  • Evaluating suitability of trust structures
  • Naming your executor
  • Conferring Powers of Attorney
  • Maximizing your family’s legacy and charitable gifts

Following your meeting, you will receive a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.