Our Expertise
Individual • Wealth Transfer • Private Placement Investing • Legacy Planning • Tax Planning Strategies • Traditional Life Insurance
Business • Succession Planning • Key Person Insurance • Buy-Sell Insurance • Executive Benefits
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Elizabeth Keenan
Partner, Founder
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Mark Jacobs
Partner
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Robert Zack
Partner, General Counsel
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Hugo Tomasio
Premium Finance Consultant
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Gabriel Allocco
Director of Case Management
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Kristin DeAugustine
Director of Customer Service and I.T
Offering Unique Financial Solutions
Private Life Solutions was founded to earn each client's trust through the basic understanding that we are an entrusted member of their advisory team. Becoming a member of the circle of advisors is a distinguished appointment and is thus treated with the highest level of honesty, respect, and integrity. We believe we are a critical part of the estate planning process and look to optimize creative insurance vehicles while providing quality results.
“Without continual growth and progress, such words as improvement, achievement, and success have no meaning.”
– Benjamin Franklin