Be Assured With Top Hat Advisory
With our experts handling your financial and insurance needs,
you can rest easy knowing that we will take care of you!
Universal Life Insurance
Whole Life Insurance
Critical Illness Insurance
Insured Retirement Planning
Key Person Coverage
Operating Line Coverage
Business Overhead (Disability)
Owner/Manager Disability Plans
Corporate Critical Illness
Succession Equalization Plans
Corporate Insured Retirement Plans
*These Institutional Discretionary Portfolio Management options are made available by Referral through Raintree Financial Solutions.
Kelly Smith can refer his Clients to Portfolio Management through his registration with Raintree Financial Solutions.
Pro Sports Career Ending Injury Insurance
Health Spending Accounts
Banking Services – M1 Accounts
Business Value Account