Leave nothing to chance.

What are you thinking about today?
Young woman sitting at an office desk in front of a monitor, with a pile of paper on the tesk and a lamp, and a whiteboard in the background.
Looking for supplemental disability & life insurance for executives?
Explore Services

Safeguard the people you care about.

Whether considering your estate and your family or the future of your business, you can’t stand the thought of leaving anyone you care about vulnerable to unnecessary challenges or hardship.

As seasoned consultants with 60+ years of experience in estate and business solutions, we help our clients solidify insurance-driven plans that mitigate risks and safeguard the people they care about.

Where shall we start?
A couple walking near a lake, with their children piggy-backing.
Our family has been associated with Gene LoVasco and his team for over 30 years. We have always had the best experience.

Connie Ahee

We hired LoVasco because our business was in need of expert guidance with our Executive Benefits Plan. In addition to providing excellent day-to-day service, they guided us through a significant transformation of the existing Plan. LoVasco provided the specialized and personalized approach we were looking for.

Ted Bidigare


An office desk with laptops, coffees, notebooks and plants on it.

Estate Planning

Most families of wealth are faced with an essential consideration—legacy preservation.

Working with your legal team, we'll help you design an estate plan that avoids probate, reduces or eliminates taxes due at death, shields your assets from potential creditors, and provides liquidity for your beneficiaries. In other words, our goal is to help you ensure what you have goes to who you want, when you want, and how you want.

A family of grandparents, parents and 3 children walking among the grass, outdoors, down a hill.

Business Succession Planning

Many owners have poured themselves into developing and growing one of their most significant assets: their businesses.

We'll help you build a Business Succession Plan that provides an effective structure for your business to continue in the event of death, disability, or retirement of a shareholder.

A woman holding a laptop in her hand, showing it to his coworker, both of them standing in front of the office window.
Two man standing over a desk, looking at the paper laid out in front of them.

Allow us to introduce ourselves.

For decades, our founders have been protecting hundreds of families from paying millions more than they need to in estate taxes while also helping to facilitate business transfers through three generations.

Not sure where to start?

Guide: Why Your Life Insurance Needs Periodic Reviews

Thank you! Your submission has been received!
Download the Guide
Oops! Something went wrong while submitting the form.
Background image of people sitting at an office table in front of a laptop, looking at it and discussing
Estate and business solutions that mitigate risks and protect the people you care about.
©2022 LoVasco. All rights reserved.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. LoVasco Consulting Group is independently owned and operated. LoVasco Consulting Group is a member of M Financial Group. Please go to for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to

Registered Representatives are registered to conduct securities business and licensed to conduct insurance businessin limited states. Response to, or contact with, residents of other states will only be made upon compliance withapplicable licensing and registration requirements. The information in this website is for U.S. residents only and doesnot constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License #0I92441

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.