FAQ

We offer tailored insurance and financial strategies that cover both personal and business risks, ensuring comprehensive protection for family whether at home or at work.

Also, we can help business owners design a succession plan for when the time comes to leave others in charge.

We help businesses create competitive employee benefits to attract and retain top talent–fostering a sense of security and connection among employees and key personnel.

Offering benefits like health insurance and retirement plans can boost employee satisfaction and retention, fostering a positive and productive work environment.

Business valuation varies depending on factors like revenue, profitability, and assets. We can help you explore valuation methods to get an accurate assessment so you can be ready for when the time comes.

Implementing a succession plan and using retirement strategies ensures that your business continues to thrive even after your departure.

These services help families manage their financial legacy, including estate planning, wealth transfer, and maintaining financial unity across generations.

Without proper planning, your estate may go through probate, leading to delays and potential legal challenges. Estate planning helps ensure your assets are distributed according to your wishes.

Family-owned businesses often blend personal and professional relationships, creating unique challenges and opportunities. We provide strategies to balance legacy, leadership, and financial stability.

A Family Office is a private wealth management advisory firm that serves high-net-worth families, focusing on building and preserving intergenerational wealth.

The right life insurance policy ensures financial security for your loved ones and protects your long-term financial goals, while inadequate coverage may leave a family or business financially vulnerable.

Common types include term life, whole life, universal life, and variable life insurance, each designed to meet specific financial needs.

You can obtain life insurance through your employer, purchase it directly from an insurance company, or work with a licensed insurance agent or broker.

Life changes such as marriage, having children, buying a home, or career shifts may affect your coverage needs. Regular reviews help ensure your policy remains aligned with your goals.

The right health insurance can protect you from unexpected medical costs and financial strain, while the wrong coverage or lack of insurance can lead to overwhelming expenses and disrupt your financial goals.

A significant portion of Bankruptcies are linked to substantial medical debt and job loss according to the Consumer Financial Protection Bureau (CFPB).

The main types include employer-sponsored plans, individual health insurance plans, government programs (like Medicaid and Medicare), and specialized plans like short-term or catastrophic coverage.

Health insurance can be obtained through employer-sponsored plans, government programs like Medicaid and Medicare, private insurers, or health insurance marketplaces.

If employed, ask your employer about any options available through their organization.

Reference medicare.gov to learn about health insurance options available for ages 65+ and special circumstances.

Reference medicaid.gov to lookup your state’s medicaid insurance programs.

Reference healthcare.gov to lookup insurance programs available through the Health Insurance Marketplace.

Annually during open enrollment or when experiencing a major life changes, such as marriage, the birth of a child, change of address, or a job change.

Turning age 65 or becoming permanently disabled, can open up eligibility for Medicare coverage.

Reaching a certain income status can open up eligibility for Medicaid coverage.