With over 35 years in the financial services arena we bring proven added value to business owners and their employees. I help businesses reduce taxes, get specialized tax incentives, reduce costs, loan acquisitions, indemnity health plans, medical reimbursement plans for employee’s deductibles/out of pocket medical expenses as well as many other business advisory services.

I also help our qualified clients secure “Premium Funded/Financial Life Insurance” which provides Life Insurance coverage and Tax Advantaged Retirement Cash Flow at significantly reduced costs saving a minimum of 40% over standard premiums.

Contact me for more information or to discover how much you and your business can receive in specialized and reduced costs.