When you have confidence, you are unstoppable

Life Insurance Value Optimization (LIVO)

Optimizing the value of life insurance delivers the confidence that holds all highly successful wealth accumulation, preservation, transfer, and business continuity plans together. Financial Confidence™ uses proprietary, world-class expertise to create and execute future-proof insurance portfolios that do what you need, when you need it.

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Business Continuity

The ultimate goal of continuity planning is greater confidence for owners and successors; today, tomorrow and in the future. To succeed, continuity planning must anticipate and respond to changing business and family situations and an unpredictable regulatory and economic environment. Financial Confidence™ delivers the sophisticated, evolving strategies needed for managing the myriad, interdependent forces at work.

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Purposeful Wealth Transfer

Most wealth transfer failures are due to lack of candid conversations between generations. This leads to uncertainty. Uncertainty leads to misunderstandings, misgivings and ultimately, the unnecessary loss of wealth and opportunity. The exclusive trust-based approach Financial Confidence™ implements removes these burdens and inspires successor/inheritor confidence.

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Exclusive. Powerful. Connected.

You won't find this anywhere else.

We are always developing new ways to protect your confidence and empower your success. Our relentless focus on what works best for you drives the continuous refinement of capabilities you won't find elsewhere.


To guarantee you take full advantage of our expertise, capabilities and resources, we offer the Empowered Confidence Process. It provides the foundation upon which we build a powerful, lasting relationship.


In addition to purposefully chosen core personnel, we have rigorously curate a multi-disciplinary team of experts. You can be confident we will always bring the best possible team to bear on achieving your goals.

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