We are specialists in solving the tougher, more complex estate/insurance/benefits situations.
Uniquely, as part of our proprietary method, and at our own expense, we back-test and torture-test every scenario with further outside counsel to understand and address any further possible risks and vulnerabilities. Our method openly coordinates and collaborates with a client’s senior advisers to preserve those advisors integrated and holistic client plans. The results are Sophisticated Solutions for Ultra-Sophisticated Planning.
We are an independent life insurance and estate planning firm in Los Angeles, CA, serving the affluent client base since 1986. We work closely with some of the most respected Law Firms, Accounting Agencies, Business Managers and Wealth Managers in the country and are regarded as highly important and integral advisers to these professionals. We are an independent life insurance brokerage and maintain relationships with over sixty of the highest rated and respected life insurance companies in the world, allowing us to provide our clients with plethora choices with regards to their personal life insurance.