This is the biggest opportunity for our clients and any prospective clients to benefit from my industry expertise. This fact will become very apparent over the next ten years as baby boomers begin to retire with NO RETIREMENT INCOME PLAN. Living fully throughout retirement is not just about having a full account balance, it’s about planning how much you are able to use to live the most ideal life possible in your retirement.

A chain is only as strong as its weakest link! We offer comprehensive analysis of your current insurance coverages and strategize ways to optimize and save. We find many of our clients are over-paying and ineffectively covered, this is the benefit of our holistic approach. We evaluate and suggest changes that would save our clients money and protect them more effectively. We are also able to implement customizable Life and Disability Insurance coverage to protect the future of your family’s income-earning potential.

Having over 25 years of experience in the investment world as an advisor and investor, I have found trusted strategic portfolios that I use for myself and my clients. In addition, we offer other well-established portfolios that we know and trust for both short term and long term investment strategies.

Unlock the full potential of family financial strategy, a crucial yet often overlooked service in the financial industry. Prepare your family for a lifetime of informed decisions by providing them with the right knowledge and investing tools. This strategic approach ensures they can build on a legacy of wealth and financial security, creating abundance for future generations. Empower your family with a financially secure future and the tools to be wise beyond their years!

Protect family, assets and your wishes in an affordable, simple, and secure process. We help people create their customized Will and Trusts in our online platform, Legacy Lock. This is an attorney-backed software that offers comprehensive legal documents that you can customize at your convenience. Generate your estate planning documents without the need for an in-person visit with an attorney.

For clients that require more complex estate planning strategies, we also have close relationships with trusted local firms that can accommodate more specialized estate plans.

One of the largest and most lucrative investments is one’s home. In addition to their personal residence, we have clients interested in using additional real estate investments to build their wealth. We have a an in-house team of real estate experts to help advise in their Real Estate investments.