What We Do. We assist in the design, analysis, purchase, and maintenance of appropriate insurance products from a variety of high quality financial institutions. Our firm specializes in the design and funding of: Wealth Building and Transfer, Executive Compensation and Benefits, Employee Benefits, Investment Management, Disability Income Protection, Long Term Care Insurance, Life Insurance, Charitable Planning, Financial Planning, Retirement Plans.
Who We Serve. We provide sophisticated insurance and financial planning for: Affluent individuals & families, physicians, major law firms, business owners, executives.
The Power of M. We are affiliated with M Financial, a buying consortium for the corporate and affluent marketplace. Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation. M Financial's collective buying power and superior experience (mortality, persistency, and policy size) result in exclusive pricing for proprietary products available to Member Firm clients.