We either provide or broker/manage: legal, accounting, financial and real estate advisory services through our "best in the industry" model that allows our clients to receive outstanding professional services at competitive and fair prices. We are "holistic" financial advisors.

Financial Products

We Listen

  • Life Insurance
  • Health Insurance
  • Annuities
  • Group Benefits
  • Long Term Care
  • Personal Lines Insurance
  • Commercial Insurance
  • Retirement Plans
  • Credit Facilities
  • Investment Products

Professional Services

what we do

We provide legal and financial services to businesses and wealthy individuals with an emphasis on estate planning.  We are problem solvers and opportunity seekers. We deliver and manage a wide variety of professional services for our clients. Once we identify your needs, we offer state of the art financial products to allow our clients to build and retain wealth and reduce risks.