Strategic Planning

Custom built solutions that integrate the financial needs of small to midsize business and high net worth individuals.  Our goal is to act as your advocate in understanding your goals, values, while keeping in mind protection and preservation of wealth.

Some of the broad ranges of financial solutions we provide are:

–          Define Benefit Plans (Pensions, Cash Balance DB) and Defined Contribution Plans (401K, Profit Sharing)

–          Non Qualified Strategies such as Deferred Compensation Plans

–          Risk Management and Protection via Life, Disability, Long Term Care Health Insurance.

–          Employee Benefit – Health, Group Life, Group Term, Group LTC, Dental, Vision.

–          Executive Benefits

We are committed to building relationships based on trust, sound professional advice, continual communication and prompt personal service. We offer our clients in setting and monitoring personal and business goals and while keeping them informed throughout the planning process.

What distinguishes us is our personalized approach to helping our clientele. Perhaps it’s our full range of our unique plan designs and sound objective solutions. Or our relationships with some of the most respected CPA’s, Attorneys, Health Professionals and Business Owners we’ve established. The truth is; it’s all of these – backed by the full commitment of our firm.

For more information, please contact Matin Rahmani at