Safe Harbor Strategies provides Advanced Planning Concepts, including the design and implementation of sophisticated life insurance strategies. Such strategies include: helping HNW individuals satisfy their estate tax liability needs via financed life insurance; effective replacement of the IRS with a charity using a series of CLATs; life settlements; non-qualified deferred compensation; and intergenerational split-dollar coverage.

Rob’s primary area of focus continues to be Advanced Planning Concepts, including the design and implementation of sophisticated life insurance strategies, with an emphasis on helping our clients satisfy their estate tax liability needs by facilitating the financing of large life insurance solutions. As a member of the Advanced Planning Group at National Brokerage, Rob is on a team of attorneys, CPAs, bankers, underwriters, financial experts and asset protection specialists that have been providing innovative strategies for clients and their trusted advisors since 1996

Navistar Partners is an advanced planning company that specializes in large scale trust and estate funding solutions for the high net worth market place. The firm’s mission is to protect, leverage, and preserve the accumulated wealth of our clients. Navistar focuses on providing liquidity as applicable to estate planning and generational wealth transfer as well as ownership protection of closely held businesses and partnerships.

The NephCure Foundation is the only organization committed exclusively to support research seeking the cause of the potentially debilitating kidney diseases, Nephrotic Syndrome and Focal Segmental Glomerulosclerosis (FSGS), improve treatment and find a cure.