Overview of Services

Our fee-based consulting services include a comprehensive review and evaluation of compensation and benefit strategies and the implementation of products where appropriate. We conduct due diligence evaluations for non profit charities and tax attorneys to evaluate strategies to best utilize insurance assets. We consult with high net worth individuals to ensure that the financial strategies in place are meeting their needs. We help banks to increase performance of bank-owned life insurance assets through improved product alternatives, and we provide market evaluation for clients looking to increase or decrease their position in this asset class.

News Briefs:

Deferred Compensation Revisited

Compensation Management

Corporate Retirement Strategies

Deferred Compensation

Employer Health Plan Costs

Group Carve-Out Plan

Insurance Performance Assets

Private Placement

Tax Management Solutions

Tax Management Soluti
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