Our agents with strong professional backgrounds, such as law and accounting, serve families and business owners with customized financial solutions. Apart from helping families with the goal of financial security and wealth transfer, the team is dedicated to providing business owners with tax deduction solutions, such as Defined Benefit Planning, Executive Bonus Planning, and Buy & Sell Planning. We also provide customized planning for high net-worth clients from the U.S. and overseas; such as, private replacement insurance solutions and premium finance insurance solutions. Our offices are across the U.S., including Houston, New Jersey-New York City, Washington DC, San Francisco, Los Angeles, and Boston.
| Who Do We Care? | What Do We Serve? |
| Business Owner | Pension Defined Benefits |
| Business Legacy Planning | |
| Disability Income Protection | |
| Employee Rewarding/Retention Planning | |
| Young Couples | Retirement Funding |
| College Education Funding | |
| Financial Security Planning | |
| Pre-Retirement | Annuity with Lifetime Income |
| Wealth Transfer | |
| Living Benefits | |
| High Net-Worth | Premium Finance Insurance Solution |
| Private Placement Insurance Solution | |
| Foreign National | B1/B2 Visa |
| Customized Financial Planning |