Independent insurance agency focusing on risk mitigation, cash accumulation, and key person retention.
An independent insurance agency focusing on risk mitigation, cash accumulation, and key person retention. Utilizing proven tools within the insurance space, we help business owners achieve long term financial security, provide benefits that incentivize key employees to stay, and develop secure plans for proper estate liquidity.
Part of our analysis includes evaluating income concentration, asset concentration, risks to your business, estate tax liability, and defined benefit opportunities. Our recommendations vary based on your unique needs and after our analysis we will determine if insurance or insurance related tools can meet your objectives and timeframes.