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Integrity + Experience = Matrix

Insurance Planning

Insurance Services

Accumulation of wealth and financial security is everyone’s goal.  However, unexpected life events can derail this objective.  An accident, sickness, or death can cause havoc to one’s financial goals and objectives.  Proper protection should be the cornerstone of every financial plan.

We work with our clients to design and implement proper protection for life’s unexpected events.

We specialize in the following insurance planning services:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care
  • Health Insurance

Estate Planning Services

Creation, Distribution, and Conservation are the three phases of estate planning.  In each phase, we work with our clients to develop wealth maximization and asset protection strategies.  We know how hard you have worked to build your estate and we want to help you protect it for generations to come.

The services that we provide are as follows:

  • Estate Planning
  • Charitable Planning
  • Wealth Preservation
  • Estate Liquidity
  • Valuation Counseling
  • Charitable Transfer Planning