Our Mission
'Enhance the future quality of life and financial security for our clients.’
Our Vision
We invest in people.
Whether that be a client or a partner, we look to establish lasting long term relationships.
We continually look for innovative solutions, and niche opportunities to enhance the lives and business of others. Use of create financial tools are just our medium.
Who We Are at a Glance
About Us
We bring over 80+ years of collective experience in venture capital, financial underwriting and insurance expertise.
We look for creative strategies and niche opportunities primarily in the insurance and real estate sectors.
Our Objectives
To give our clients access to creative custom tailored retirement and benefit plans utilizing creative financial tools.
Plans utilize a unique financing strategy to provide significant wealth accumulation opportunities for both the employer and employee.
In addition, we continually look to identify and implement innovative and niche capital investment opportunities.
The Opportunity
Through our diverse experience and strong network of relationships, we see an opportunity to provide successful businesses and individuals, significant wealth accumulation benefit opportunities and provide growth to organizations through the restructure and informal funding of executive benefit and retirement plans.
A custom tailored strategy allows you the flexibility to restructure retirement and benefit plans depending on your business objectives.
Reduce net cost through implementation of an informal funding vehicle.
Provide substantial retirement and/or benefit plans for owner(s) and employees at a significantly reduced net cost.
Provide the potential for significant cash value growth for the owner(s) of the company.
Increase key employee retention.
Provide a unique alternative benefit plan from competitors.
Our Team
Elliot Lewis
Managing Partner
Mr. Lewis is responsible for the daily operations of the Company inclusive of business development and acquisitions, marketing, legal and contract issues and all fiscal matters.
Elliot has more than 40 years of domestic and global experience leading highly successful new business development initiatives and ventures from real estate and golf to strategic investment firms focused in life insurance. Past founder, CEO and Chairman of Global Golf, Mr. Lewis has owned, managed and leased over 260 golf facilities and is a current owner of the #1 public accessible golf club in Arizona. Mr. Lewis is also the current managing partner and cofounder of Prevision Golf Ventures LLC.
Jim Davidson
Partner - Insurance Operations and Business Development
Mr. Davidson is responsible for insurance operations as well as business development at PCS.
He has extensive background in product design and implementation and established relationships with the major life carriers offering these products.
Jim has over 35 years of financial industry experience and is expert in investment and retirement plan consulting for companies, foundations and high net worth individuals having placed over $ 1 billion in life insurance and over $ 250 million in premium. Mr. Davidson has run, managed and founded multiple financial services firms in addition to specializing in private equity and venture capital investments.
Jordan Krantz
Partner - Business Development, Marketing and Analysis
Mr. Krantz is responsible for business development, marketing and financial analysis at PCS.
Jordan has 15 years of experience in business development and analytics. He is driven to find innovative opportunities and solutions for growth, while establishing lasting significant relationships in diverse sectors of business.
Cofounder of Prevision Golf Ventures, LLC, he was primarily responsible for business development, marketing, financial forecasting and analysis along with providing direct oversight and management of golf operations. Prior to transitioning into the business sector, Mr. Krantz was a touring golf professional for nine years competing in 10 different countries across 5 continents.