- For affluent individuals and corporations.
- We focus on minimizing taxes and cost effective executive reward & retention plans.
- We help you protect the wealth you have worked so hard to attain.
- Enthusiastic, Energetic, Driven
- Do Everything With Integrity
- Prompt, Professional, Responsive, Humble
- We maximize the tax efficiencies of life insurance to create flexible and customized wealth creation and wealth preservation solutions for individuals and companies.
- We offer dedicated service and reporting.
- We provide companies with independent non-qualified plan expertise, tax efficient plan funding solutions, and cost effective executive retention strategies.
- We review existing life insurance policies to help maximize policy value.
- In 2018, Tippett Moorhead & Haden became and Alera Group Company. As a result, Tippett Moorhead & Haden, an Alera Group Agency, LLC has access to the resources, technical expertise and best practices of a large national firm, while maintaining our personalized, local relationships. The innovative culture of Alera Group allows us to collaborate with national partners to expertly meet your benefit needs. To learn more about Alera Group, visit aleragroup.com.
- We know we have to listen to what our clients want and, just as carefully, what they don’t want.
- You want us to understand your unique circumstance so we can provide you with a tailor-made solution. If it works for you, we think we’ll keep your business and grow our own business. That’s the philosophy we believe in.
- Of course, in financial services, a philosophy is of no use without the intelligence, experience, and professional strength to back it up. We may be good listeners, but what matters to our clients is our ability to respond quickly and effectively. We also believe that in order to provide superior service and results, we can’t always do things like everyone else. This guides who we hire, how we build our company, and how we respond to your needs.
- We specialize in advanced life insurance solutions for a variety of financial requirements, particularly as they affect the high net worth sector. We also bring cost effective retention programs to our corporate clients for their key people. We thank you for putting your trust in us and giving us the opportunity to assist.
Over 35 years of experience working with affluent individuals and Fortune 500 companies