Who We Are

Plantera Group is an independent, financial consulting and research firm founded in 1990.  Plantera Group provides a portal for both the family office as well as the individual to numerous custom tailored domestic and international tax, insurance and investment strategies.   

Our mission is to research the advanced financial marketplace and provide education to empower our clients and their advisors to make informed decisions. We provide significant value through extensive research and implementation of cutting edge domestic and international concepts saving them considerable time and resources.  

Our philosophy is to focus on a holistic view of an individual and/or families’ financial situation then bringing designed financial concepts for consideration to ultimately help individuals and families across the globe build, maintain, and preserve wealth for generations to come.  A few of our unique strategies include:

      à   Life Insurance Premium Finance – Rates as low as 3.75%

à   Single Premium Financing Based on G7 Currencies

à   International Private Placement Life Insurance and Annuities

à   Life Insurance Hybrids