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  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • News
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us

About Us

  • Overview
  • Mission and Vision Statement
  • Core Beliefs
  • Our Team
  • Affiliations

The University of Miami Heckerling Institute on Estate Planning

The Florida Bar Tax Section

The Real Property, Probate and Trust Law Section of the Florida Bar (RPPTL)

The Florida Bankers Association

American College of Trust and Estate Counsel (ACTEC)

The American College

AiP (The International Association of Advisors in Philanthropy)

American Institute of Certified Public Accountants (AICPA)

Florida Institute of Certified Public Accountants (FICPA)

Financial Planning Association of Greater Fort Lauderdale (FPA)

Jewish Federation of South Palm Beach County

Jewish Federation of Palm Beach County

Planned Giving Council of Palm Beach County

Planned Giving Council of Broward County

Boca Raton Chamber of Commerce – Trustee Members

Crohn’s and Colitis Foundation of America

ADVISORS FOR PHILANTHROPIC IMPACT, INCĀ  A Florida Corporation Not for Profit

About Us

  • Overview
  • Mission and Vision Statement
  • Core Beliefs
  • Our Team
  • Affiliations

In the Media

  • Thought Leader Series #6 June 16, 2016
  • ACTEC Annual Meeting March 18, 2016
View All Media

We are proud to be partners with the largest privately held insurance brokerage in the country:
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Life Audit Professionals, LLC and Spearhead Capital, LLC, are not affliated by ownership. Securities offered through Spearhead Capital, LLC, Member FINRA/SIPC. 12012 South Shore Blvd, Suite 207, Wellington, FL 33414. 561-801-7302.

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