Our work always begins with listening and questioning to be sure we understand both the goals and dynamics at work from the start. Our planning knowledge and skill in our areas of focus are then utilized as we begin to formulate ideas and options for the client, and their advisors, to consider.
What We Do Not Do...
Our firm is focused on business succession / continuity / exit planning; executive benefits; and insurance portfolio / product management.
Although we are happy to refer clients to the best in the Washington, D.C. area in the following fields, we do not perform the following services:
- Asset Management
- Group Medical Benefits
- Financial Planning
- Property and Casualty Insurance
Although we are certainly known for our innovative use of insurance, we would be of no value to our clients without a thorough understanding of the many planning circumstances, factors, and techniques in our clients' lives. We are always looking to solve problems, first and foremost.
The planning areas we work in are:
- Life, Disability and Long-Term Care
- Business Succession
- Executive Disability
- Benefit Liability Funding
- Wealth Transfer and Charitable Planning
- Life Insurance Audits
Our knowledge and expertise of how life, disability, and long-term care products help solve problems in these focus areas, and our considerable market advantages in helping clients obtain those products, allows us to be a valued advisor to our clients as well as their advisors.