What we do

Group Benefits

Providing an attractive employee benefit plan is key to hiring and keeping quality people. Whether your company has only a few staff members or you are a large complex organization, providing health benefits can be a...

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Insurance Planning

Our most valuable commodity, both for ourselves and our families, is our ability to generate an income. Our insurance philosophy is that all families should have some. The protection from financial loss that insurance provides transitions...

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Estate Planning

Estate planning is one of the most valuable aspects of what we do. There is no point in successfully growing your capital only to subsequently lose most of it to taxes in the end. We provide our clients with strategies that they can bring to their accountants and lawyers to facilitate...

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Investment Management

Our investment philosophy is that managing market risk is the most important thing we do for our clients when we invest their capital. We are long term investors and are interested in helping our clients build and preserve their wealth. The second most important thing that we are committed to is...

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Retirement Planning

We believe a good retirement plan begins early. The core tenant of retirement planning is to ensure your money outlasts you, and not the other way around. Because every person’s situation is different, retirement planning is not a one-size-fits-all exercise.

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