I work with your attorney and tax professional to provide strategies to:

To avoid poverty and bankruptcy due to critical, chronic, or terminal illness, I share strategies for:

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle. I provide the options to:

Small business owners need financial options for themselves and their employees, and they need to ensure the future safety of their businesses. I help structure strategies for employees and owners to help ensure that no matter what happens, the business will not suffer financially, and those who own and run the business are protected.

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now. I help to ensure expenses are covered if and whenever extended care is needed.