At NO COST to you

We will book our initial meeting, where your needs will be identified.  What comes next is a Comprehensive Insurance Plan, tailor made for your business, your family, and yourself.

Some issues that we will address are:

• Do you understand your current coverage?
• Do you have an exit plan for your business?
• Do you have a plan if your partner passes away?
• Do you have a plan if you cannot work anymore?
• Are your employees properly advised?
• Are your personal assets properly protected?
• Does your income level eliminate your access to Roth IRA's?
• Have you considered how to create lifetime income for yourself?
• Do you know how to mitigate taxes in your retirement?