Our Solutions
Insurance
As part of our holistic wealth management approach, we offer insurance via our affiliate Alternative Risk Strategies LLC (“ARS”). Our expertise is life insurance, but we also offer other insurance products including both work products like general liability for your company and personal insurance like homeowners insurance.
This benefits you in multiple ways.
- By combining services (wealth management and insurance), we can offer both at a lower cost than if you individually got each.
- It allows us to provide a more holistic approach to wealth management. Life insurance needs to be part of your estate plan.
- There are some REALLY tax-smart investment ideas where we use life insurance as the wrapper such as private placement life insurance.
For more information, please contact us.