Your client. My case design. Their better outcome.

I partner with CPAs, attorneys, and mortgage professionals across northern Michigan whose clients own businesses. You bring the relationship and the tax or legal picture. I bring insurance-based case design: executive bonus plans, advanced life insurance structures, funded buy-sell agreements, and annuity income work your clients ask about and your practice doesn’t build. Your client stays your client. I make you the one who brought the answer.

How it works

One conversation about a live client situation. If there’s a fit, we design together. If there isn’t, I’ll tell you fast.

Start with the book if you want my full argument first: The Owner’s Blind Spot, on Amazon.