Holistic Financial Planning

Holistic financial planning is an ongoing process, defined and directed by your personal and financial needs and goals, as well as your values. We believe that by taking the time to identify your objectives, you are more likely to develop a sound and workable financial plan, which will enable you to achieve your most important aspirations in the future.

5 Universities That Use Split- Dollar Life Insurance to Recruit and Retain Top-Tier Coaches

The coaching carousel has never spun faster as we head into the College Football Bowl and Championship season.
The recruiting and retention of coaches have been under full public display, particularly at some of the highest-profile athletic programs.
So how do powerhouse universities recruit and retain top-tier coaches?

Increasingly, it includes split-dollar life insurance as a key part of their compensation package.