Insurance

  • Analyze asset exposures:
    • Life/health
    • House(s)
    • Business
    • Car, boat, plane
    • Artwork
  • Determine impact  on  personal financial objectives
  • Review coverages/needs

Financing

  • Help identify, negotiate and place
    • Mortgage
    • HELOC
    • Student Loans

Estate Planning

  • Leverage client familiarity to efficiently communicate objectives
  • Coordinate services of requisite professionals
  • Executor services available for larger estates