What You’ve Built Deserves to Be Protected


Business Planning:

Succession Planning. For most business owners, the largest asset they own is their company. However, many don’t have a strategic plan in place to someday exit from their business and transition it to the next generation of leaders.

Executive Retention Programs. We help companies design unique programs to recruit, reward, and retain their key executives.

Employer-Sponsored Benefits. To remain competitive in today’s marketplace, employers need a combination of group benefits as well as superior retirement plans (i.e. 401K).

Personal Planning:

Your family deserves a comprehensive financial plan for the major life events we all face.

We help families and professionals establish a written game plan to address their risk management, education savings, and retirement planning needs.

More importantly, you may have the peace of mind you deserve.

Escape financial vulnerability.

Protecting lives is the Pomfret way.