Investment Planning

You already realize that your ultimate financial success largely hinges upon the quality conception of your investment plan.  As an affluent investor, you understand a thoughtful approach must be taken so that subsequent actions can yield their desired outcome.  For this reason, you expect tailored craftsmanship to be applied by distinctly credentialed professionals in the formulation of your investment plan.  As such, we seek to incorporate three essential elements into your investment plan.

Read More


Asset Protection

With our overly litigious society, you have concerns that other people will seek to enrich themselves at your expense, especially if they can somehow convince a jury you have “deep pockets.”  Whether or not potential legal action can be substantiated, you recognize the obvious problem:  litigation attorneys will relentlessly work to formulate any legal basis permitting them to attach the legal claims of their client to your hard-earned wealth.

Read More


Insurance Portfolio Design

No one needs to convince you that certain forms of insurance can effectively be used to protect your family’s wealth and assure that certain standards of living can always be made possible.  However, as a result of being a financially affluent family, you’ve likely been inundated with countless offers from insurance salesmen desiring to sell you some form of insurance policy to address these needs.

Consequently, we employ a consultative approach to assist you in determining the unique types of policy designs you (or your business) should consider adopting.  Furthermore, when possible, we help you identify ways to make revisions to your existing policies to make them potentially serve you more effectively.  As your needs dictate, we also objectively analyze numerous insurance companies to help you determine which insurer can more cost-efficiently deliver overall value to you.

Read More