We specialize in helping business owners and corporations: 

        1: Implement Buy/Sell Agreements                 

        2: Protect against loss with Key Person Insurance                 

        3: Insure Corporate Debt obligations               

        4: Grow assets inside the corporation without falling into the passive income trap                 

        5: Maintain the Small Business Limit                 

        6: Design Shareholder Retirement Income strategies                

        7: Shelter corporate assets from unnecessary taxation                 

        8: Plan for business succession and estate transfers                

        9: Navigate private company sales                 

        10: Offer custom health and dental benefit solutions for teams  

Let’s create a custom roadmap that protects your business today—and prepares it for tomorrow.