Our professional staff specializes in serving the personal financial needs of executives and their families.

We offer the following:

• Analysis of personal and corporate financial exposures through extensive data collection   and fact finding.

• Estate planning services, which include working with your other trusted advisors to   provide for tax minimization as well as adequate income and liquidity in the event of   death or disability.

• Design and implementation of a personal protection program based upon the
  executive's current and future needs.

• Diversified insurance markets which specialize in the risks associated with executives
  and their personal financial needs.

• Business continuity services regarding the sale or purchase of a business ownership   interest, succession planning, document review and insurance analysis.

• Coverage products include Non-Qualified Deferred Compensation Planning and   Supplemental Executive Employee Benefit Plans.

• Customer Care - we commit to meeting clients' needs and exceeding expectation by   listening to concerns and responding with integrity, knowledge and a sense of urgency   with an Account Manager specifically assigned to YOUR account.

• Claims Service - that is why you purchase insurance! Our in-house staff is available to   make certain that your claims are given the proper attention to assure prompt closure.