Professional
Business owners have special needs. I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability. I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.
Before I can speak intelligently about the services that might be appropriate for your company, I would like you to get to know me and feel comfortable sharing your goals. This will enable us to create a sound solution to benefit your company.
As a former member of KPMG Peat Marwick’s tax department and Tax Compliance Director for a major financial institution, I have been providing consulting services to banks and corporations for more than 15 years.
I specialize in Bank-Owned Life Insurance (“BOLI”) - assisting financial institutions in the implementation of BOLI programs, as well as a variety of benefit plans designed to attract and retain the key officers of these institutions. I have also worked extensively in the Corporate-Owned Life Insurance (“COLI”) marketplace – helping businesses implement various Non-qualified Benefit programs, typically using COLI as an informal funding vehicle.
I appreciate your taking the time to view my profile and I would welcome the opportunity to discuss the details of my services with you. Please feel free to contact me with any questions. I would be happy to help.