Life Insurance Analysis

There are various types of life insurance products in the market today. From whole life to universal life and term life insurance. Each product has a specific purpose and accomplishes a different strategy.

We look at each individual’s specific circumstance, figure out their current and future goals, and advise on what type of policy would best fit their needs.

Many people who currently have a life insurance policy with an investment component such as a whole life or universal life policy do not fully understand how their policy works or performs. We offer life insurance policy audits. We look at past performance on the policy and project future performance to help clients understand what they actually have in place.

If designed correctly, cash value life insurance can be one of the most powerful wealth accumulations tools available today due to the tax benefits associated with it.

Tax Services

Our professionals have extensive experience in tax preparation and planning for S-Corps, Partnerships, LLCs, C-Corps, Estates, and Trust tax returns. We pride ourselves in understanding complex tax transactions and can implement tax strategies to minimize tax liability.

Business Advisory

Our firm will guide you through any challenge you face such as buying or selling a business, succession planning, understanding how the tax reform (TCJA) can benefit your business, converting your entity structure to a more favorable treatment, assisting in getting your business a loan, analyzing your current insurance policies, among various other advisory services.

Individual Advisory

Our professionals will assist in helping you reach your financials goals. We take a closer look at your current financial/retirement planning and analyze your options, while taking into account tax deductions. We consider the value of your estate and will be able to implement estate planning strategies so your wealth can transfer seamlessly to your family.

Life Insurance Analysis