The group's principal activity is to provide solutions that help preserve, leverage and transfer wealth. The group's services and solutions include wealth transfer, charitable planning, wealth accumulation and investment, life settlement, retirement planning and, business succession and protection. The group also offers management, analysis and servicing of large life insurance portfolios. The group's customer include Huntington Bank, Murray’s Discount Auto Store, Broder & Sachse Real Estate Services, Sachse Construction & Development Corp., Eminence Capital and Quicken Loans, Inc. The group operates from Michigan, United States.
