- Integrated Lifetime Income Planning
- Integrated Risk Management Strategies
- Integrated Insurance Solutions
Stewart Willis, CEO/Partner
Imagine if you needed surgery and discovered that none of the medical professionals in the operating room have ever met before and had never discussed your procedure.
And worse yet, the surgeon, the anesthesiologist, and the nurses were all doing their work without communicating. Would you still move forward with your surgery?
Of course not, yet everyday people planning for retirement routinely put their life’s savings in these disjointed types of situations. They have an investment plan that is independent of their tax plan that is independent of their estate plan, all handled by different professionals who are not communicating about a singular goal, strategy, or outcome.