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:
Protect yourself, your family at home, and your work family
Manage benefit plans and human resource functions so you can focus on other objectives
Develop a strategic growth plan for the future of your business
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