The Financial Solutions Group was founded in late 2002. Financial Solutions Partners provides expertise in the areas of Bank Owned Life Insurance and the maximization of cash balance ERISA plans. Financial Solutions Partners has become the market leader in BOLI, having transacted more than $4.5 Billion in BOLI premiums since its founding.

Our mission is to help financial institutions optimize specific asset management and insurance offerings with unique and proprietary solutions in a format of open architecture.