I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
Family People
Married With Children
Blended Family
Single Parent
Chosen Family
Life Partners
Social Security Disability Income and Benefits Qualification
No one is immune from becoming disabled, either temporarily or permanently. Some projections are estimating…
Discussing Future Care with Your Aging Parent
Your parent is getting older and you are unclear if there is a plan in…
Understanding Living Trusts and How They Help Seniors
It’s unfortunate that seniors are common targets for financial abuse and scams. Sadly, the elderly…
Please submit the form below to send us a message. We are currently scheduling Zoom meetings for all consultations. Thank you and we look forward to speaking with you.
