OUR STORY
Through our Collection of unique stories & savvy knowledge we have become perfectionists in our craft, serving our clients from beautiful Coral Gables FL for the last 40 years. Our dedication stems from the satisfaction clients receive from our due diligence, commitment, and trust. Upon meeting the team, you should feel that we pride ourselves in providing value, peace of mind, and certainty.
As Independent advisors, we respect our clients’ privacy and act with their best interest in mind, never pushing products simply providing objective solutions. We treat your time with the utmost respect, constantly on a mission to instill tranquility and provide useful knowledge.
“If you want something you've never had, you must be willing to do something you've never done”.
UNIQUE PROCESS
You are faced with an impactful financial decision, usually accompanied with worries, doubts, and anxiety.
Who wouldn’t feel that when presented with a decision that will determine the future for you & your loved ones.
There are always solutions, sometimes too many & too complicated. We do the digging so you can do the living, our team filters distorted information to provide clarity during the decision making process.
WHAT WE DO
Individual Protection
Protection for Foreign-Nationals
For over 40 years, we have
specialized in meeting the financial planning needs of our …
Wealth Preservation & Tax Savings Strategies
sheltering your assets; …
Estate Equalizer
This is a practical strategy to fairly distribute assets amongst heirs, providing for a balanced …
Business Protection
Business Succession Planning & Exit Strategies
– Keep a business in the family …
Buy-Sell Funding
A buy and sell agreement is a legally binding contract, which stipulates how a partner’s share of a business …
Key Person Insurance
Do you have a Key Employee who your business depends on?Replacing a key person takes …
