Wealth Transfer

Wealth Transfer utilizes insurance-based products to provide a low risk, tax-free solution.

Grow and Protect Assets

We recommend a highly diversified insurance portfolio based on financial goals, for protection of personal, business and real estate properties.

Reduce Taxes

We recommend “repositioning” of assets to defer, minimize or avoid taxes from asset accumulation phase to asset distribution period.

Improve and Sustain Lifestyle

We recommend lifestyle protection in case of Critical illness, Chronic Illness, Terminal Illness, Disability and/or Longevity.
CONTACT US: 310.858.1935