Insurance

  • Group Life
  • Group Disability
  • Buy / Sell
  • Business Overhead
  • Health Savings Accounts

Retirement

  • Cash Balance / Defined Benefit
  • 401(k) / IRA
  • SEP / SIMPLE
  • Fiduciary Services
  • Asset Management

Planning

  • Subscription Based Fee Only Planning
  • Long Term Care
  • Deferred Compensation
  • Medicare / Social Security
  • Wealth Transfer

We know your business

Are your retirement and insurance requirements being met? Do you have assets held elsewhere and just need some fiduciary guidance?

As attorneys ourselves, we have a deep understanding of the unique needs of lawyers and law firms.  Even if you have existing plans in place, we can easily take a look under the hood and assess whether real improvement can be made.

We speak the language

As retirement and insurance specialists for lawyers and law firms, we can effectively communicate your interests while seamlessly working with the other professionals that service your business such as CPA’s and TPA’s.

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We can help

To find out more we welcome you to reach out to us today!


Let’s talk