Broker Check

1751 Lake Cook Road
Suite 350
Deerfield, IL 60015


(847) 597-2444

What We Do

We specialize in assisting businesses and high net worth individuals to address long-term wealth transfer and business planning issues. Specifically our practice is focused on:

  • Helping to create legacies through wealth building strategies and wealth preservation plans that utilize a wide variety of financial products and services
  • Helping to preserve businesses through business succession planning
  • Rewarding & retaining executives of closely held businesses and non-profit organizations by designing state of the art executive benefit plans
  • Establishing potentially preputual incomes at retirement and in the event of financially threatening illnesses and accidents
  • Using life insurance creatively to protect human life values and enhance the value of other financial assets