Strategic Alliances

Adding new skill sets and expertise to our clients insurance plans

Our strategic alliances with accounting, investment, insurance and law firms are established to provide clients with what we believe to be the best available advice and counsel on their complex financial affairs, including, but not limited too:

* Estate Planning

  • Wills, Trusts, GRATs
  • Family Foundations
  • Family Partnerships

* Tax Planning

  • Managing capital gains/losses
  • Tax return preparation
  • Quarterly income tax projections
  • Not-For-Profit Organization planning and returns

* Family Office Practice

  • Processing bills and invoice payments
  • Cash flow projections
  • Service payroll needs
  • Personal financial statements

* Insurance Planning

  • Group Health Insurance & Ancillary Benefits (www.borislow.com)
  • Property & Casualty Insurance
  • Commercial Insurance

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck