Our Services

We will help you better understand how to take control of your money and increase the efficiency of every dollar used. Our team consists of estate planning attorneys, accountants, business managers, bankers and investment advisors to help ensure you have a seamless overall financial picture.

Financial Planning

Create a financial plan based on your specific needs and the needs of your business while minimizing taxes, maintaining financial protection and enjoying your life.

Wealth Management

Ensure your money is in the best place to gain maximum returns while having minimal risk.

Strategy

Our team has partnered with some of the country’s top tax CPA strategists to help business owners and individuals minimize taxes as much as possible in safe, verifiable, legal ways.

Franchisees

Know the value of your business, setting up a succession plan, creating the right buy/sell agreement based upon your specific business.

Areas of Expertise

Life Insurance Services

Permanent/Cash Value Life Insurance

Term Life Insurance

No Exam Life Insurance

Premium Financed Life Insurance

Private Placement

Life Settlements

Policy Audit/Analysis

Business Planning

Buy/Sell Life Insurance
Key Person Life Insurance
Deferred Compensation
Executive Disability
Business Risk Analysis

Estate Planning

"Bloodline" Wealth Transfer
Tax Planning Strategies
Gifting Strategies
Asset Leveraging
Split Dollar
Estate Analysis

Retirement Income Planning

Longevity Annuities
Deferred & Immediate Annuities
Long Term Care Options
Retirement Income Analysis

Disability Services

Long & Short Term Disability
Specialty Coverage for Athletes & Entertainers
Disability Needs Analysis

Build Your Financial Strategy

Schedule an appointment today to learn more about how The Judon Group can help you reach your financial goals.