Business Details
Your Trusted Partner for Financial Consulting & Insurance Solutions
At The Alivint Group, we provide value-driven consulting services focused on equipping clients with strategic solutions for business, insurance, retirement, and estate planning. Our mission centers on living with intent, ensuring every recommendation aligns with our clients' unique goals while prioritizing education and empowerment. With over 50 years of combined experience, our team specializes in risk mitigation, tax efficiency, and employee benefits consulting, leveraging trademarked strategies unavailable to other brokers. We maintain strict confidentiality and operate under a client-first philosophy, ensuring transparency in all interactions. Our approach combines advanced reinsurance solutions, personalized insurance planning, and retirement funding strategies to deliver economic certainty.By focusing on proactive preparation, we help clients protect assets, reduce costs, and maximize earning potential. Our objective consulting model allows us to source optimal solutions from multiple carriers, ensuring tailored benefits for businesses and individuals. We emphasize long-term relationships built on trust, expertise, and measurable outcomes. Through comprehensive estate planning and end-of-life strategies, we ensure clients' legacies are preserved according to their intentions. Our commitment to innovation and client education remains central to every service we provide.
Services
Business Consulting
Personal Insurance
Retirement Planning
Estate Planning
Tax Mitigation
Employee Benefits
Health Insurance
Life Insurance
Disability Insurance
Long-Term Care Insurance
Highlights and features
- We offer 50+ years of combined consulting experience in financial and insurance strategies
- Our team utilizes trademarked reinsurance and tax mitigation methods unavailable elsewhere
- We maintain strict confidentiality and operate under a client-first philosophy
- Our objective consulting model sources optimal solutions from multiple carriers
- We specialize in 831(b) reinsurance, captive management, and advanced estate planning
Services
Business Consulting
Our business consulting services help companies mitigate risk, optimize tax efficiency, and implement employee benefits programs. We specialize in 831(b) reinsurance solutions, captive management, and enterprise risk strategies. With tailored approaches for businesses from $100k to $60M in revenue, we create structures that protect income while maximizing profitability through advanced consulting frameworks.
Personal Insurance
We provide comprehensive personal insurance solutions including health, life, disability, and long-term care coverage. Our independent approach accesses top carriers to find optimal matches for individual needs. We specialize in supplemental insurance, HSAs, and prescription coverage while offering both traditional and innovative insurance products to protect personal assets effectively.
Retirement Planning
Our retirement planning services focus on maximizing investment efficiency and creating sustainable income streams. We utilize investment-grade life insurance, annuities, and IRA conversions to build secure retirement portfolios. Our strategies emphasize tax-efficient savings and 401(k) optimization to ensure clients maintain financial control throughout their retirement years.
Estate Planning
We offer comprehensive estate planning services including wills, trusts, and end-of-life arrangements. Our trademarked program systematically addresses asset transfer, deed management, and burial policies. We help clients create legally sound documents that protect their legacy while minimizing tax implications for beneficiaries through coordinated trust and estate structures.
Tax Mitigation
Our tax mitigation specialists help businesses legally minimize tax liabilities while maintaining compliance. We implement advanced strategies that reduce taxable income through proper deductions, credits, and business structure optimization. Our approach balances complete tax code adherence with aggressive savings techniques to maximize retained earnings for business growth.
People
Derek Miller
Partner
Specializing in life and health insurance solutions with extensive experience in risk assessment and policy structuring for individuals and businesses.
Roger Roundy
Partner
Advanced tax planning expert with deep knowledge of corporate tax code and strategies for minimizing business tax liabilities through legal structures.
Jed Jensen
Partner
Life and health insurance specialist focusing on complex coverage solutions for high-net-worth individuals and executive benefit packages.
Loren Hollingsworth
Partner
Tax planning professional with expertise in implementing advanced strategies for both business and personal tax optimization.
Court Pitcher
Partner
Estate planning specialist managing wills, trusts, and asset transfer strategies to ensure clients' legacies are preserved according to their intentions.
Questions
What services does Alivint Group offer?
We provide business consulting, personal insurance, retirement planning, estate planning, and tax mitigation services for individuals and businesses.
How does Alivint Group help businesses save money?
We implement 831(b) reinsurance solutions, tax mitigation strategies, and employee benefit programs that reduce costs while protecting business assets.
What insurance options are available?
We offer health, life, disability, long-term care, dental, vision, and supplemental insurance from multiple top-rated carriers.
How do you approach retirement planning?
We use investment-grade life insurance, annuities, and tax-efficient strategies to create sustainable retirement income tailored to individual needs.
What makes Alivint's estate planning unique?
Our trademarked will and trust program systematically addresses all asset types and includes end-of-life planning components for comprehensive protection.
