30 years of Trusted Financial Advice. 400+ companies and 1000+ individuals rely on usefulideas® Business Solutions: Shareholder Protection: acquiring the shares and preserving the Business Business Succession: advantages to family members and active shareholders Key Executive Protection: disability, death and serious injury Benefits/Plans: Group Pension and Employee Benefit Plan Individuals and Families: Protection Solutions: life, critical illness and disability Financial Planning: investment strategy and portfolio management, holistic planning and financial check-ups Our first 17 clients are still with us today.
30 years of Trusted Financial Advice. 400+ companies and 1000+ individuals rely on usefulideas® Business Solutions: Shareholder Protection: acquiring the shares and preserving the Business Business Succession: advantages to family members and active shareholders Key Executive Protection: disability, death and serious injury Benefits/Plans: Group Pension and Employee Benefit Plan Individuals and Families: Protection Solutions: life, critical illness and disability Financial Planning: investment strategy and portfolio management, holistic planning and financial check-ups Our first 17 clients are still with us today.