Your life is unique, your plan should reflect your life... no two designs are identical

We are an independent financial planning and wealth management firm that works with several banking, insurance, trust and investment companies. Our services are delivered through a team of highly dedicated professionals. We have provided customized solutions to meet the unique needs and desires of hundreds of high net worth families. Our professionals have expertise in investment management, financial planning, insurance, retirement income and estate planning.


Business Strategies

  • Key Person/Business Protection
  • Buy-Sell Funding
  • Corporate Estate Bond
  • Corporate Insured Retirement Programs
  • Immediate Financing Arrangements
  • Income Loss Replacement
  • Critical Illness Protection Plans
  • Office Overhead Protection
  • Business
  • Continuation/Succession Plans

Retirement Income Strategies

  • Approaching Retirement
  • Living in Retirement
  • Cash Flow Management Plans
  • Asset & Risk Management
  • Tax Efficient Investing
  • Retirement Income Sustainability
  • Legacy Preservation

Estate Planning Strategies

  • Wealth Transfer/Legacy Plans
  • Inheritance Strategies
  • Family Trusts
  • Charitable Giving
  • Surviving Partner Planning
  • Tax Exempt Life Insurance
  • Contracts
  • Named Beneficiary Investments

Contact Us Today!

Phone: 519.979.6600

Fax: 519.979.6610

Toll Free: 800.501.0806


Contact Us Today!