Originally founded in 1999 as IZALE Financial Group, the firm was acquired by Risk Strategies in 2017 and now operates as a specialized division. It focuses on wealth preservation and transfer strategies for high-net-worth individuals, families, and business owners. The group designs and implements customized life insurance portfolios, estate plans, and business succession strategies, acting as a consultant to clients and their legal and financial advisors. The parent company, Risk Strategies, is a national specialty insurance brokerage and risk management firm.

Founded in

United States