Our Mission...
To provide state of the art advanced planning solutions for the High Net Worth Client or Business Owner market place. These different solutions may include estate and legacy planning to provide for families, charities and business continuation. Also, these solutions, once presented to clients that qualify, can provide superior results. When these strategies are designed properly, they can provide lasting benefit, in a tax efficient way. We also partner with other advisors, to help them implement these concepts with their clients. These advisors realize that these are complex arrangement that need to be implemented and serviced properly over the years to follow. They also see value in adding specialists in assisting them with their client needs and desires in regard to these planning concepts. Our experienced team provides expertise and superior customer service to produce the desired outcomes for the client.
““There are risks and costs to a program of action. But they are far less than the long-range risks and costs of comfortable inaction.””
What We've Accomplished... In the Premium Finance Marketplace
Provide solutions for the high net worth individuals and business owners.
Provide financing of insurance policy premiums for qualified individuals.(Minimum Net Worth of $5.0 Million)
Maximize IRR of Life Insurance Portfolios by using Leverage Concepts.
Established relationships with many lending institutions to provide competitive pricing for clients .
Provide the life insurance needed by leveraging assets and securing a loan by not disrupting growth of clients portfolio's or cash flow.
Significantly Reduce out-of-pocket expense on Life Insurance Payments.
Capitalizing on the Strategy of Leveraging Assets - These same type of concepts have helped self- made- millionaires create wealth.
Tax Savings - By structuring policy design and insurance ownership properly, clients can minimize gift, estate and income taxes paid.
Retained Capital - By paying interest instead of premiums will allow these other assets to keep growing as intended.
Work with other advisors and their clients across the United States to implement our strategies and concepts.