Our Team



















Wealth Transfer

  • Leave a Legacy for Future Generations 
  • Leverage Current Assets for Maximum Inheritance
  • Tax Efficient Transfer of Assets
  • Assisting Beneficiaries with Wealth Management


  • Personalized Life Insurance Case Design
  • Business Succession Planning
  • Medicare Supplement Insurance
  • Annuity Reviews
  • Long Term Care Insurance
  • Disability Insurance

Succession/Other Business Planning

  • Business Continuity Strategies
  • Business Valuation Services
  • Business Financial Coaching and Resources


  • Regular Workshops by Our Professional Team
  • Seminars for Local Professionals, including CPAs and Attorneys
  • Classes from Experts in A Variety of Specialties: Aging in Place, College Funding and Social Security Planning