Preserve & Protect Family Wealth
WHAT WE BELIEVE
In everything we do, we believe in providing our clients with the most appropriate estate and insurance strategies designed to achieve their most important goals.
We believe in…
Providing our clients with the most cost and tax effective insurance solutions.
Helping our clients achieve their goals both during their lifetime and through their legacy planning.
Creating good inheritors of wealth.
Preserving family harmony.
Leaving a legacy that reflects your personal values & beliefs.
Leaving a legacy that lasts over multiple generations.
Philanthropy… supporting those in need and giving back to our community.
WHAT WE DO
Estate, Insurance,
Health & Wellness
We ensure that your Estate Plan accurately reflects your current wishes and your family values. We ensure you have the right estate and insurance strategies in place to preserve and enhance your estate value and to minimize and defer tax. We provide guidance to help you to preserve family harmony and create good inheritors of wealth.
We identify hidden risks and help you avoid the big mistakes so that you can direct more of your wealth to family and charity and less to taxes.
We understand that it is impossible to enjoy your life when you or your loved one is facing a health issue. Therefore, we can help you access private clinics such as MedCan and Cleveland Clinic as well as Best Doctors so that you can seek proper medical advice and treatment as needed.
We understand and address the risks and concerns facing high net worth individuals and families.
We employ proven and effective strategies to minimize tax and preserve wealth for the benefit of future generations.
Our insurance solutions are carefully designed to ensure that you not only achieve your estate planning objectives but that you also avoid unnecessary risks and pitfalls.
We are independent!
As an independent Insurance Advisor, we are able to shop the market for the best companies and provide the most appropriate, cost and tax effective insurance strategies. We will work together with you and your other professional advisors (accountant, lawyer, investment advisor) to provide you with an effective overall estate plan.