Work As A Team


Trickling Tempo © Larry Kanfer

Life can only be understood backwards, but it must be lived forwards.

– Soren Kierkegaard

WE WORK AS A TEAM WITH YOUR ATTORNEYS, TAX AND OTHER ADVISORS.

  • We work cooperatively with your other advisors to jointly design a plan that fits your needs and objectives. Our role is not to practice law or provide tax advice. We are a resource to you and your advisors in areas not directly related to the placing of life insurance, where our experience and contacts are valuable.
  • We begin with a complete review of your current situation. We then identify issues for attention, and recommend solutions. This provides an organized approach for other advisors and makes cost effective use of other advisors’ time. Suggested solutions are discussed and refined until final plans are decided on, with consensus approval of all advisors.
  • We work with excellent law, accounting, investment, banking, trust, charitable, and financial professionals around the country. We have extensive knowledge about, and good working relationships with other advisors. If desired, we can help you select, evaluate, and monitor the team of advisors for your situation.

We have assisted private company owners in selecting money managers, financial institutions, brokerages, or other financial professionals to provide investment advice, or administer a family office.