Broker Check

"An investment in knowledge pays the best interest."

- Ben Franklin


Our first priority is helping you take care of yourself and your family. We learn about your personal situation, identify your dreams, goals, and concerns.  Relationships that encourage open and honest communication have been the cornerstone of our foundation for success,
with clients and other Financial Professionals.

Working with Financial Professionals is seamless. We are an extension of your business.  Protecting your clients assets, income and lifestyle actually helps protect your practice and your retirement.

The goal of asset and lifestyle security starts with a conversation.  The process is interactive and holistic.  Working with your other professionals - CPA, Financial Advisor, or Planner is a team effort. We meet online, throughout the USA, at your convenience.  Usually a phone/computer screen share or 'Zoom' meetings.  Meeting in person is an option.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular concepts or products. We'll get back to you quickly with a thoughtful answer.


*Long Term Care/Short Term Care/Living Benefits (qualified with IRS)
         Hybrid, life or annuity base 
         Linked, life with drawdown
         Membership - no age or medical restrictions
         Strategies for maximum tax deductions

*Reviews of current living benefits;  evaluating, updating
       Long Term Care
*Business Solutions
       Executive Carve outs
       Exit Strategies for selling a business
       Business Transition Readiness
*Estate Planning
        Online platform or Attorney referral
        Revocable Living Trusts funding
        Irrevocable Living Trusts funding
*Life Insurance 
        Living Benefits
*Premium financing
        With collateral 
        No collateral

 At the idea that everyone should have the opportunity to protect their savings, investments, retirement and life style through robust insurance solutions is our goal.  It is in reach, ready to happen with the dignity and respect you deserve. We collaborate with you to protect your assets and lifestyle using the most current options available.

These are not "your grandfather's" solutions. They have come a long way with flexibility, the ability to target your specific concerns, protecting your portfolios and lifestyle. 

Not everything works for every situation. Evaluations and planning require honesty and knowing "what fits where and for who". We are dedicated to understanding the ever changing financial landscape and our clients needs as time goes on.  With the focus on identifying and capitalizing on market trends and  product opportunities we create solutions for our clients risk concerns.  Financial Professionals can be confident they are receiving appropriate, state of the art results for their clients with no
conflict of interest.

Your family and lifestyle are important to us with your financial security top of mind..

Providing now for a safer more secure future
Helping safeguard your retirement
Protecting Assets, Income & Lifestyles

How We Work

Our firm specializes in helping individuals and business develop sound lifestyle and portfolio protection strategies.  Whether you are retired, approaching retirement or still building your retirement,  please take the time to explore our website and the wealth of information offered.  Understanding financial concepts and products takes the mystery out of investing, insurance, estate conservation, and preserving wealth. Businesses can benefit from out Key Person options, our resources for developing a robust Business Exit Strategy, or our Business Transition Readiness platform.

There are unusual  challenges for retirement today with the biggest concern for many of outliving their money. We focus on protecting what you have as well as helping with other issues that are critical to your financial well being. Our approach is holistic, always with you the client  at the forefront.

Providing now for a safer more secure future.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.