Go with a team approach.
We believe Partnering with your entire team of trusted advisors enhances the planning process. With over 30 years of experience and a host of professional resources we can coordinate your planning with your legal, tax, and financial team to design the right plans for you.
Ask yourself a series of simple questions:
If a sudden event like death, disability, loss of a partner or loss of a key employee were to happen today, what would happen?
Is this plan written? Is it funded properly?
If your plan involves key employees, are they in place and prepared to step in? Will they even stay?
Contact me today to learn more about how to protect your most valuable asset.