High Net Worth



  • Custom Tailored Policies
  • Estate Planning and Wealth Transfer
  • Asset Preservation
  • Charitable Giving
  • Business Continuity
  • Tax-Efficient Investing 
  • Long-Term Growth
  • Policy Audits
  • Life Settlements

Together we can plan today to help achieve tomorrow’s goals. We work with our clients to help maximize assets for the next generation, provide payment for taxes and gifts to charity through widely accepted planning techniques utilizing life insurance.

Without careful preparation, taxes can deplete assets. This erosion of wealth can be compounded if there is a lack of liquidity. Life insurance can provide timely funding at a discount to preserve wealth. It can also provide asset preservation along with valuable tax-deferred cash value growth, which can be leveraged for retirement dollars in the future. By utilizing different planning techniques and premium funding strategies, we can design an efficient life insurance plan to help satisfy your personal planning objectives.

We tailor life insurance strategies to suit your specific needs. What we recommend depends on your planning situation and what you want to achieve.

Copyright © 2024 Tippett Moorhead & Haden, an Alera Group Agency. All Rights Reserved.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Tippett Moorhead & Haden, an Alera Group Agency, LLC is independently owned and operated. Tippett Moorhead & Haden, an Alera Group Agency, LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

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For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Insurance License: CA (#0H91232)


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