Your business, family wealth, and future are all connected

You can connect all the dots with the right protection strategies

With 1706 Advisors, you can:

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

How We Work with Business Owners

You’re busy and wear a lot of hats. We streamline our consultative approach and find clarity in the complex.

We’re thorough.
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.

Strategic Planning for Business Continuity

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.

For over 30 years, we’ve provided business owners with smart solutions. We specialize in these insurance-funded strategies:
  • Employee Benefits
  • Risk Transfer
  • Buy-Sell Agreements
  • Succession Planning
  • Golden Handcuffs
  • Key Person Planning
We have extensive experience across a wide range of industries – including but not limited to:
  • Private Equity
  • Venture-Backed Companies
  • Law Firms
  • Wealth Management Firms
  • Accounting Firms
  • Non-Profits
  • Manufacturers
  • Restaurant Groups
  • New Ventures

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