“Estate Planning is an important and everlasting gift you can give your family. Setting up a smooth inheritance isn’t as hard as you might think.”
- Suze Orman
What We Offer
Estate Planning
Estate planning tasks include making a will, setting up trusts, making charitable donations to limit estate taxes, naming an executor and beneficiaries, and setting up funeral arrangements.
A will gives instructions about property and custody of minor children.
Various strategies can be used to limit taxes on an estate, from creating trusts to making charitable donations.
Estate planning can and should be used by everyone—not just the ultra-wealthy.
Life Insurance
Life insurance is just as important as savings and retirement in your financial planning.
Not all life insurance plans are the same.
You may need more coverage than you think.
Coverage through work is often not enough.
Life insurance costs less than most people think.
Retirement Strategy
Proactive planning and learning simple rules.
Identifying a savings rate.
Potential income sources.
Retirement expenses.
Dealing with inflation.
Comprehensive planning to achieve retirement goals.
Managing your nest egg to avoid running out of savings.
Medicare
Fill in the gaps left behind from Original Medicare.
1. Medicare Supplement
2. Medicare Advantage
3. Prescription Drug Plans
Secure your legacy and protect your loved ones with comprehensive estate planning.
Our trusted support ensures that your assets are distributed according to your wishes, giving you peace of mind for the future.