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WE HAVE YOU COVERED
Your financial peace of mind is our business.
Experts on your side.
We have a boutique insurance firm specializing in Estate Planning, Life Insurance, Long-Term Care and Disability Income Protection. We work with high net worth individuals and families, usually referred to us by their attorneys, CPAs, money managers and/or business managers.
Our Services
Long Term Care
Fund a potential long-term illness or disability without depleting your savings and invested assets
Wealth Transfer
Preserve your assets and perpetuate your family's business & estate
while minimizing financial strain
Review
Nearly 60% of policies reviewed can be significantly improved on the basis of cost, length of coverage or benefit amount.
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