Explore Your Business Options

There are a wide range of options available for wealth transfer, estate tax minimization, income continuity, business continuity, succession planning, and more.

We also offer many types of business and commercial insurance options including property, health, worker's compensation and business interruption.

The best thing to do is to schedule an introductory call with Mark McLafferty right now to explore your options, and get valuable insight and feedback on your ideas. Simply click the blue button to schedule time with Mark.

Make Your Intentions Reality.

Start building your legacy today.

Personal Financial Planning Options

You’ve worked hard. You’ve created assets. You should be proud of your achievements. You probably have a vision of how your legacy will continue. Providing opportunities for your children and loved ones is essential. Most likely your vision does not include the IRS or a state government, your business partners or a judge having more to say about it than you do. We get that, and we are experts committed to helping achieve your goals.

We also understand you want to put the vision you’ve imagined into place. That is why you are here – because we take the time to listen to and understand your vision. We can find and offer the best products and programs available anywhere to help implement your intentions and avoid the pitfalls inherent in some approaches.

Take Action On Your Goals Now.

While time and compound interest are on your side.