legacy Planning


Assisting individuals to articulate, create and implement an end-of-life plan that is consistent with their values and final wishes.

Extends peace of mind well beyond the benefits of the will and life insurance.

  • Express wishes & share               precious memories
  • Prevent family feuds
  • Pass on family values


estate Planning


The process of arranging your financial affairs so that your wealth will be distributed according to your wishes after your death and to avoid undue taxation.

  • Intergenerational Wealth               Preservation
  • Estate Tax Reduction                   Strategies
  • Family & Asset Protection


Income Planning


Helping individuals prepare for retirement's transition from asset accumulation to income generation and asset distribution.

  • Guarantees Lifetime Income
  • Pension Maximization /                 Pension Protect.Act

WHY PLAN?


Because things happen...

Because it protects your savings...

Because it gives you peace of mind...

"Lifelong security"