Blake Tippett Email & Phone Number

Blake guides companies and individuals in the areas of executive benefits, business succession, private placement life insurance, income protection, and estate tax planning. Blake's team has 35 years of experience consulting, designing, and implementing advanced life insurance solutions to solve many of these needs. Businesses are often looking for ways to retain key people who do not have equity, design buy-sell or key man arrangements, or transfer the business to the next generation. The individuals and families TMH advises have a desire to preserve wealth for future generations, generate liquidity to pay estate taxes, and grow investments tax efficiently. TMH also designs supplemental tax free retirement income plans with long term care. Blake’s firm has the unique ability to give clients access to proprietary life insurance products through it's affiliation with M Financial. As a result, these products and solutions may perform better than “off the shelf” street products. About Alera: www.aleragroup.com, Facebook, Twitter (@AleraGroupUS) or LinkedIn (@AleraGroup).Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Tippett Moorhead & Haden, an Alera Group Company, is independently owned and operated. CA Insurance License #0H45446This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Listed skills include Retirement Planning, Life Insurance, Portfolio Management, Marketing, and 8 others.

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  University Of Southern California

  Public Policy, Planning And Development