Our Approach
Our holistic team approach is the cornerstone of our firm. We understand that accuracy, timeliness, reliability and affordability are not optional, but are the foundation for all the services we provide.
Estate Planning
We develop well written estate plans and make sure each plan is properly funded so you and your family can manage, protect and distribute assets before and after death has occurred.
Tax-Free Income
Our tax-free income option can provide you the confidence that you will have guaranteed income for life or a set period of time. This income can be used to take care of essential expenses.
Asset Protection
We use several asset protection strategies to limits creditors access to certain valuables while operating within the bounds of debtor creditor law.
HealthCare Directives
Our healthcare directives are legal documents in which you specifies what actions should be taken for your health if you are no longer able to make decisions for yourself because of illness or become incapacitated.
Advance Arrangements
Advance Arrangements are funeral, cremation and/or burial arrangements made and funded before a death has occurred. We lock-in prices with your funeral provider of choice so cost will not rise due to inflation.
Testament & Wills
A will is a document that directs who will receive your property at your death and it appoints a legal representative to carry out your wishes. After death has occurred, wills must be filed and go through probate court.
Tax Mitigation
We use tax mitigation strategies to reduce or eliminate the risk of higher tax rates in the future. If done properly, mitigation may also reduce taxes on Social Security Income.
Private Clients
As a Private Client you will receive unique solutions and priority service from a dedicated internal team who know you personally, not just your financial needs.
Estate Disposition
We helps you control the disposition of your assets upon your passing, ensuring that assets flow to your heirs according to your wishes.