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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.

Areas of Expertise

Signing a Contract

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

Signing a Contract

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. 

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