Every day, we work with companies of all types that entrust us with their executive benefit and insurance investment portfolio needs. Our goal is to help them attract, retain, and reward key executives and maximize the balance sheet. Whether it is designing a specialized executive retirement program for a company, insurance investment portfolio management or one on one life insurance planning with individual executives, we consider this a great privilege and responsibility that we strive to meet each day.

We partner with you to develop a course of action based on individual and company values, comfort level, current situation, and timeline. If you don’t understand something, we want to explain it to you. If you’re not sure about a particular course of action or investment, we’ll tell you why we think it would work for you. Or we’ll find an alternative you can be comfortable with.


In case you missed it, here is a link to our recent webinar "Why a SERP Still Makes Sense." It is a great educational piece for anyone interested in learning more about matters concerning Supplemental Executive Retirement Plans (SERP). Click here to listen.