The years ahead offer many challenges with financial obstacles, insurance underwriting and government taxation. Our clients need us more than ever and we can provide them with honest advice, given with integrity and with a proven track record they can rely on.

Who We Serve

Our target audience are sole proprietors with large incomes and net worth exceeding $5,000,000 or more and interested in tax mitigation.

Our back office has more than 80 professionals ready to go to work for you. There is no cost or obligation unless you contract us to move forward with your personalized strategy.

What We Can Do For You


Life insurance strategies can also help you

Build wealth with limited market risk while creating potentially tax-free benefits using life insurance strategies.

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Our Team