Experience.

Relationships.

Standards.

Results.

Our clients are among the very best at what they do. And with that, comes high expectations.

We are humbled by their trust and strive to earn it every day.

But the most gratifying of all, are the results we get for your clients.

 
Colin Widen 
 
Scott Sanders 

Real results.

52 year-old female
$5,000,000 Key Man Convertible Term

Policy retained after the sale of her business. A year later, a cancer diagnosis shortened her life expectancy to ~180 months. This created value in the policy that she wanted to monetize.

Net Proceeds:     $832,500

Advisor:                MFO, $6.5 billion AUM; Atlanta, GA

 
 

725 North Avenue
Atlanta, GA  30306

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​678.289.4808