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WEALTH MADE SIMPLE.

"Price is what you pay.
Value is what you get."
-Warren Buffet
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MANAGING WEALTH

With a background in business management, our founder Scott Grant  understands that providing benefits to your employees while keeping your margins high is key to remaining competitive. We  will help you design the policy that aligns with your employees’ needs. Additionally, the products that can protect your company if the unexpected were to occur.

These policies can serve as business expenses, making it a tax deduction for your business. Here are a few benefits for both parties: employer and employee.

BUY & SELL INSURANCE
DISABILITY INSURANCE
HARNESS RETAINED EARNINGS
SPLIT DOLLAR PLANS
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TAKING ACTION.

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BUY SELL INSURANCE

Life Insurance for your business can come in many forms and for different key individuals from Buy-Sell Agreement Funding to Key Person coverage. Buy-Sell Agreement funding is a key part of your business plan.  Critical Illness Insurance as well as Disability Insurance should also be considered as part of a Buy-Sell Agreement  in case of inability to work. 

DISABILITY INSURANCE

Disability insurance solutions are customizable to you, your business or for your employees. This can be a great benefit to provide for your key employees.

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HARNESS RETAINED EARNINGS

Saving up for the next big project or to expand your business? Consider mutual funds or other investments that are tailored to your risk tolerance that can support your business goals.

PARTNERS

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SPLIT DOLLAR PLANS

Your firm may be able to use Split Dollar plans to have a tax efficient transfer of retained earnings to shareholders. Get in touch to see if you qualify. 

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OUR VALUES

FAITH

FAMILY

FREEDOM

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TRANSPARENCY

TRUST

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EXCEPTIONALISM

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