We get to discover what people’s dreams are – for their businesses and in their personal lives – and then use insurance as a tool to help them get there.
Cara Kahan - CEO, 1706 Advisors
Comprehensive protection doesn’t happen in silos – a one-off policy may leave another part of your business at risk.
You have day-to-day responsibilities and long-term goals. We manage details and the big picture simultaneously.
With a single strategic plan, you can maximize net revenues for your business, develop succession plans for your future, and minimize risk for your family.
Through our unique “Custom Benefit Process,” we tailor plans for every phase of your business journey.
My firm has been working with 1706 Advisors for almost 10 years. They’ve always worked diligently on our behalf and solved problems that were complex in nature. The team represents us well and their work is always excellent. I would recommend them highly.
David S. Evans - Chairman and CEO, Glencoe Capital