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About Us

We are dedicated to providing strategic Insurance, Wealth and Tax solutions to our clients, both Corporate and Personal.

We want to make sure that the tax department isn't the biggest beneficiary of your estate, that one extreme event doesn't ruin you financially and that your wealth lasts as long as you do.

 As a financial services firm, we help our clients manage their wealth and insurance program in a way that connects to their values and helps them achieve their goals. 

 

We do this with the highest levels of trust, integrity, and respect, while using a holistic planning approach with our clients, customizing solutions for each client

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. 

What We Do

Insurance,Personal and Corporate

Insurance Planning
Life , Critical Illness, Disability, Group Benefits 

Wealth Management

Grow and protect your wealth through customized strategies

Tax Planning 

Make sure all your hard earned wealth goes where you want in a tax efficient manner 

Tax Return Services and E-Filing

Personal, Corporate and Non Profit tax returns and annual submissions
 

 

Small Business Consulting

CFO/ Controller for Hire, Business audit and analysis, HR Consulting