Investments

We pride ourselves on our dedication to serving families and businesses that require specialized financial and advisory services. Our goal is to help our clients maximize value and minimize risk of their assets in order to help them accrue, conserve and distribute wealth through the generations.

We have access to sophisticated resources that are used in meeting client's goals and objectives. Some of the  professionals with our firm are registered to conduct securities business through NFP Securities, Inc. With those resources in place we are confident that we can facilitate the complex corporate and personal financial decisions our clients face on a daily basis.  For example,

What are the best strategies for corporations to:

• Prepare for leadership and financial contingencies?
   
• Balance cost and appreciation of fringe benefits?
   
• Maximize the value of retirement plan benefits?
   
• Combat erosion of executive benefits?
   
• Liquidate corporate owned life insurance policies for
  
  more than their cash surrender values?*
   

What are the best strategies for family businesses to:

• Secure the best future for the companies they have built?
   

 What are the best strategies for affluent individuals to:

• Protect financial achievement and assure long term goals?
   
• Sell their old life insurance policies instead of surrendering them?*
   

 What are the best strategies for affluent families to:

• Control the value of their legacy over generations?
   

 *Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements.  The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.