Our Firm

 

LIVE MORE, KEEP MORE, BUILD MORE:  We deploy strategies and solutions designed for ongoing access, improved family asset protection while minimizing taxation.  These strategies not only serve the client first, but they bring to light how traditional insurance planning approaches are often company centered, not client centered.  

 

The focal point of our work pieces together the moving parts of legacy planning, asset protection, business continuity and executive benefit planning into a streamlined, cost efficient plan.  

 

Together in partnership with Insurance Designers of Florida , our expertise in advanced life, long term care and disability insurance planning offers our clients industry leading innovation with maximum cost savings.  

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