solutions
As a business owner, growing and protecting your company and its assets is essential to its long-term success. Our team of experienced insurance and planning professionals will help you navigate the complexities of insurance and find the coverage or the trust planning that best suits your unique needs. Whether you're looking for employee benefits or succession planning for your business; trust, estate, or special needs planning; or life, disability, critical illness, or long term care coverage for yourself and your family, or your employees, we've got you covered. Explore our website to learn more about our insurance products and services, and see how we can help safeguard your business and your family for the future.
employee benefits
Group employee benefits are an essential component of any job offer or employment package, and they play a vital role in attracting and retaining top talent. Employee benefits refer to any non-wage compensation provided to employees in addition to their regular salary or wages. Whether it’s health insurance, retirement plans, group life, etc., Route Three is here to help.
business succession planning
Business succession planning involves creating a plan to transfer ownership and control of a business to a new owner. Preparing for the financial and legal aspects of the transition is a key component of this. Equally important is ensuring that the value of the business is enhance, paid for and transferred. Route Three has the experience you need to guide and support you through this critical process and ensure business continuity and legacy protection.
trust, estate, and special needs planning
Trust, estate, and special needs planning are essential components of a comprehensive financial plan. These planning strategies can help individuals and families protect their assets, ensure their legacy, and provide for loved ones who may require special assistance or care.
Equally important is the plan for the most tax effective protection and transfer of wealth. Assets held, or inheritances from overseas need special treatment. Our experts will guide you in these areas as well as in foreign asset protection trusts.
about route three
Route Three offers a full array of insurance and benefits services. We are dedicated to understanding the unique needs of each client and work closely with our clients to develop and manage a plan to help them accomplish their financial goals.
Founder Ralph Weber holds his CFP designation both in the US and in Canada, and focuses on cross border planning issues. Advanced planning designations include CLU, ChFC, ChSNC and AEP, which give him extensive background in planning issues and estate planning as well as for special needs dependents.