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FIND YOUR PERSONAL RISK SCORE

Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below.

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RETIREMENT

In 2017, life expectancy for males changed from 76.2 in 2016 to 76.1 in 2017. For females, life expectancy remained the same at 81.1.

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PERSONAL INJURY

Personal injury occurs specifically when a person has suffered some form of injury because of the negligence or recklessness of a business, government entity, or individual

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ESTATE PLANNING

Estate planning involves taking affirmative steps to take control of your own future and to make sure those you care about are cared for after you’re gone.

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WHY CHOOSE US?

Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.

Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.

Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.

We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.

MORE INFORMATION

Divorce

Divorce can be stressful, but it doesn’t have to be overwhelming. We are here to bring you peace of mind and guide you step-by-step through what can seem to be an intimidating process.

As a Certified Divorce Financial Analyst™ (CDFA™), our financial planning and investment expertise serve as the basis for the divorce financial specialty. We have developed a holistic process from lifestyle review to settlement analysis that will educate and give you the confidence to pursue the best path forward. Learn More. …

Executive Planning

If you are a business owner, key officer or decision-maker of a company, you need an advisor who understands you and your organization’s goals and objectives. Your advisor must be dedicated, professional, knowledgeable and innovative in order to help you navigate the challenges you face.

Affluent individuals and families enjoy great personal freedom and independence in life. At the same time, your wealth engenders an astounding array of choice for capital investment and tax protection, complex family relationships and extraordinary opportunities for creating an enduring legacy. Learn More. …

Medicaid Planning

Medicaid planning is the solution for many people who are concerned about potential nursing home costs. Most people are aware of the fact that Medicaid is a health insurance program for financially needy people. The program does pay for long-term care, and even though it is a need-based program, many people who were never poor can qualify for Medicaid.

This can be done in one of two ways. You could become poor paying for nursing home care out of your own pocket, and Medicaid would then step in to cover the rest of your care. Learn More. …

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