Our Services

Certainly, high net worth individuals face many complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. Gib Surles is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company. Through our affiliation with The Nautilus Group®, we have access to an unmatched base of knowledge and experience. Together, we can work with you one-on-one to answer your questions and tailor solutions to fit your needs.

Family Protection

We work with you to identify your goals and understand your needs, and through our life insurance products we can keep your family’s standard of living at the level you desire. We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Estate and Legacy Planning

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Business Succession and Exit Planning

Succession planning allows owners to leave their business on their own time frame while preparing their company to be transferred to another party. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.

Executive Benefits

The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. At The Forrest Group, we can suggest a variety of benefit packages to meet your needs and objectives.

Philanthropy

Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.