I provide peace of mind and protect families by helping them make smart insurance, investment and financial planning choices. This includes business owners who may have concerns about: estate planning and family succession planning; leveraging the expansion of their business; what happens to their business and family if they retire, are disabled, become critically ill, or die; shareholder agreement coverage involving partners;creditors and creditor protection; investment growth and asset diversification; providing benefits to key employees; supplemental retirement savings; tax planning to offset significant capital gains from asset sales or transfers; the lack of a concrete financial plan as a roadmap to achieving financial goals.
[custom name=”description” value=”I provide peace of mind and protect families by helping them make smart insurance, investment and financial planning choices. This includes business owners who may have concerns about: estate planning and family succession planning; leveraging the expansion of their business; what happens to their business and family if they retire, are disabled, become critically ill, or die; shareholder agreement coverage involving partners;creditors and creditor protection; investment growth and asset diversification; providing benefits to key employees; supplemental retirement savings; tax planning to offset significant capital gains from asset sales or transfers; the lack of a concrete financial plan as a roadmap to achieving financial goals.
“]
