Knowing the value of your business is critical to understanding the value of your key employees and designing plans that properly retain, reward and recruit them to your company.  We begin with a fast, easy and inexpensive valuation process that brings clarity to the process.


As the business owner,  your role is best suited to Decide among the various plan design options we present.  Our independence and years of industry "insider" experience leads us to solutions that are custom designed and economically efficient.

Design & Execute

Great solutions don't implement themselves.  We Design & Execute full turnkey strategies from enrollment, plan administration and funding through our various business partners.  Each are selected to uniquely fit your specific goals and needs.


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.

Next Steps...

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.