is an independent firm, therefore we are free to offer dedicated services and select products in the best interests of our clients. We work closely with clients and their advisors to help define their objectives, identify the best products to fit their ongoing needs, and manage their portfolio over the long term.

With years of experience working with public and private companies along with long term relationships with leading life insurance companies, is uniquely positioned to deliver differentiated solutions consistent with the objectives of our clients.

As a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment, and executive benefits firms, our clients benefit from a balance of independence and M Financials significant presence in the marketplace. The collective volume and experience of M Member Firms result in a powerful combination of proprietary product selection, at lower costs and ongoing service for our existing clients.



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.