WHAT WE DO
Individual Protection
Protection for Foreign-Nationals
For over 40 years, we have
specialized in meeting the financial planning needs of our Foreign
National clients. Whatever your
residency status, we can help you &
your family get the protection
you need.
specialized in meeting the financial planning needs of our Foreign
National clients. Whatever your
residency status, we can help you &
your family get the protection
you need.
Wealth Preservation & Tax Savings Strategies
We take a holistic approach to
sheltering your assets; working with
attorneys and CPA’s to look out for
your best interest.
sheltering your assets; working with
attorneys and CPA’s to look out for
your best interest.
Advanced Estate Tax Planning
Whether you are a US Citizen or
Foreign National, we can help you
create an Estate Tax plan that will
minimize your tax exposure. Leaving
your loved ones with more of the
money you worked hard to create.
create an Estate Tax plan that will
minimize your tax exposure. Leaving
your loved ones with more of the
money you worked hard to create.
Protection for Foreign-Nationals
For over 40 years, we have specialized in meeting the financial planning needs of our Foreign National clients. Whatever your residency status, we can help you & your family get the protection you need.
Wealth Preservation & Tax Savings Strategies
We take a holistic approach tosheltering your assets; working withattorneys and CPA’s to look out for your best interest.
Advanced Estate Tax Planning
Whether you are a US Citizen or
Foreign National, we can help you
create an Estate Tax plan that will minimize your tax exposure. Leaving your loved ones with more of the money you worked hard to create.
Estate Equalizer
This is a practical strategy to fairly distribute assets amongst heirs,
providing for a balanced distribution
of wealth.
providing for a balanced distribution
of wealth.
Premium Financing
We provide premium financing as a strategy whereby a qualified
borrower accesses third-party
financing to pay for large life
insurance premiums.
borrower accesses third-party
financing to pay for large life
insurance premiums.
Private Placement Life Insurance
We help high net worth individuals create a personal tax haven with private placement life insurance, or PPLI, which is a customized version
of insurance.
of insurance.
Estate Equalizer
This is a practical strategy to fairly distribute assets amongst heirs,providing for a balanced distribution of wealth.
Premium Financing
We provide premium financing as a strategy whereby a qualified borrower accesses third-party financing to pay for large life
insurance premiums.
Private Placement Life Insurance
We help high net worth individuals create a personal tax haven with private placement life insurance, or PPLI, which is a customized version of insurance.
Income Replacement
Whether you need to replace your income because you live to long,
die to soon, or suffer a disability, we
can tailor a plan to meet your
needs:
die to soon, or suffer a disability, we
can tailor a plan to meet your
needs:
- Maintain your family’s lifestyle
- Continue to pay the
mortgage / college costs - Cover outstanding debt
Educational Funding
We can design a plan that allows
freedom and flexibility; ensuring your
children don’t have to struggle with
college debt.
freedom and flexibility; ensuring your
children don’t have to struggle with
college debt.
Disability Insurance
We offer income replacement
insurance, or income protection that
provides funds in the event you become disabled.
Income Replacement
Whether you need to replace your income because you live to long,
die to soon, or suffer a disability, we can tailor a plan to meet your needs:
- Maintain your family’s lifestyle
- Continue to pay the
mortgage / college costs - Cover outstanding debt
Educational Funding
We can design a plan that allows
freedom and flexibility; ensuring your children don’t have to struggle with college debt.
Disability Insurance
We offer income replacement insurance, or income protection that provides funds in the event you become disabled.
Private Pension Plan
We help small business owners
create a private pension/retirement
plan to meet their specific needs.
create a private pension/retirement
plan to meet their specific needs.
Long Term Care
Worried about aging with dignity?
We can make sure you have the
autonomy and care you need to
enjoy your final years.
We can make sure you have the
autonomy and care you need to
enjoy your final years.
Legacy / Wealth Transfer
If philanthropy is a big part of your
life, we can help you leave a legacy
to the charitable or religious
organization of your choice.
life, we can help you leave a legacy
to the charitable or religious
organization of your choice.
Private Pension Plan
We help small business owners create a private pension/retirement plan to meet their specific needs.
Long Term Care
Worried about aging with dignity?We can make sure you have the autonomy and care you need to enjoy your final years.
Legacy / Wealth Transfer
If philanthropy is a big part of your life, we can help you leave a legacy to the charitable or religious organization of your choice.
Debt payoff
Whether you have student loans,
credit card debt, medical bills, etc.,
we can help you develop a feasible
repayment plan.
credit card debt, medical bills, etc.,
we can help you develop a feasible
repayment plan.
Debt payoff
Whether you have student loans,
credit card debt, medical bills, etc., we can help you develop a feasible repayment plan.
Business Protection
Business Succession Planning & Exit Strategies
We help small business owners:
- 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 …
your business depends on?
Replacing a key person takes …
Business Succession Planning & Exit Strategies
We help small business owners:
- 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 …
