Hope is not a Plan

Our objective is to manage risk amidst life’s unforeseeable hardships.
Below are some of the services we offer when creating your custom legacy plan.

  • Consulting

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  • Succession Planning

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  • Insurance Planning

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  • Longevity Planning

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  • Captive Insurance

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Your life, your legacy.

Dan Parrish’s experience and expertise can protect your estate and business. Let us help you plan your legacy.