WHAT WE DO
We Listen
We provide legal and financial services to businesses and wealthy individuals with an emphasis on estate and business planning and benefits. 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 while reducing risks.
Professional Services
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.
QUICK CLICKS
We offer our clients several client portals so they can shop for consumer and financial products. Take a look and contact us with any questions.
Our clients love this portal. Here, all of our clients have access to over 150 discounted consumer products: electronics, dining, travel and much more. Most importantly, clients can study and purchase dozens of voluntary benefits, i.e., financial products at significant discounts. These include, but are not limited to health insurance, dental, travel, vision, pet insurance and many other benefits that can be bought a la carte. Feel free to register.
Here a client can start putting “his toe in the water” and get a feel for life insurance costs and coverage. Log in and, get a feel for what you want and one of our specialists will contact you.
Here a client can start the process of getting quotes and our feedback on personal lines insurance; home, auto, umbrella and more. This kind of insurance is not a commodity, it is a specialized service. We want our clients to be well represented. We will work with you to make sure you have the right products for your needs with quality carriers.