Running a business comes with people, plans, and responsibilities that deserve protection. We support entrepreneurs, small business owners, non-profits, and firm partners who are building something that matters and want to protect it for the long run.
A business owner wanted to offer retirement benefits but didn’t know where to begin. Jeremy helped her launch with clarity and confidence.
A growing team needed a strong benefits plan. Jeremy helped them build one that improved morale and retention.
A tech firm wanted to safeguard its CFO. Jeremy structured a policy that brought leadership peace of mind.
Two law partners needed a plan in case one passed away. Jeremy created a simple, effective buy-sell strategy.
A small business owner needed insurance to finalize a $1.5M SBA loan. Jeremy made it happen quickly and smoothly.
A law firm partner wanted protection if he couldn’t practice. Jeremy got him the coverage he needed.
From employee benefits to business succession planning, we help you build a stronger, more secure company.
76 N. Fair Oaks Avenue
Pasadena CA 91103
Validated Parking in the Structure at
48 N. Raymond Avenue
Pasadena CA 91103