Our concierge-style approach serves the needs of busy, successful individuals. We have experienced and dealt successfully with virtually every situation and work closely with attorneys, accountants and other key members of an individual’s advisory team.

We draw upon our experience and utilize the most sophisticated current financial analysis. Our recommendations resolve the most complex scenarios regarding gift and estate tax issues as well as business succession planning. Our services include the design and implementation of these life insurance funded plans.

SRA offers unwavering integrity, unparalleled product knowledge, and unsurpassed personal service to insure that your family and your business will benefit from a sound plan for a lifetime of financial well–being.