RETIREMENT PROTECTION STRATEGIES

What that means is we are held to a Standard that surpasses what a Registered Representative (Stock Broker) or just an Insurance Agent must abide by.

Estate Planning

Are you sure your estate planning documents are going to work the way you intended?

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Let's see what we can do for you.

ESTATE PLANNING FACILITATION

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Our society traditionally approaches estate planning by having attorneys complete their legal documents. At that point, most families we meet believe that their planning is complete. It's not. More than 65% of all estate plans we review have problems waiting to happen.

SURVIVOR AND TRUSTEE COACHING

Our intention is to have such a strong, ongoing relationship with our clients that we have the privilege of maintaining their family’s estate plan over many generations. After all, a big reason to complete your estate plan to begin with is for family unity throughout time, correct?

ASSET PROTECTION

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There is much more to asset protection than avoiding probate. Our plans have provisions for protecting assets from the high cost of care and even higher skilled nursing costs. Is your estate-plan all it can be? Let’s find out!

ESTATE SETTLEMENT

& WEALTH TRANSFER

The Estate settlement and distribution phase is often a very tumultuous and drawn out process. With our relationship, support and coaching, estate settlement is a very coordinated and successful effort. Our estate management services greatly minimize the estate settlement process after death.