“Questioning, educating, and collaborating are the key components to creating, fostering, and achieving you and your family’s purposeful success.”

- Alan Topchik, Founder and President

Knowledge Bank and Creativity

• Family Wealth Education

• Philanthropic Planning Concepts

• Estate Planning Concepts

• Wealth Creation Concepts

• Life Insurance and Annuities as an Asset Class

• Key Employee Retention

• Business Life Insurance

• Personal Life Insurance

• Private Placement Life Insurance

• Deferred Compensation

• Executive Benefit Planning

• Risk Assessment and Mitigation

• Asset Protection

• Exit and Succession Planning

• Tax Efficiency Planning

• Access to other renowned Practice Specialists

• Retirement Planning