We want to be there when you need us the most         

Our Job is to be there...When you need us the most!

Estate planning is a “now” issue. Why is that?

Because you may need it at anytime. It is not just for the preparation of passing your assets to your loved ones when death arrives, but estate planning, will serve you when the unexpected events of life arise. Consider the  “Life Events” that can and do occur every day, even to younger people.


Our meeting does not constitute an obligation on your part. When we meet, we will review what a trust does and what it does not do. My goal will be to help you make an educated decision regarding the value of a trust for you and your family.


“A good plan is like a road map: it shows the final destination and usually the best way to get there.” - H. Stanely Judd

  • Living Trusts

  • Estate Planning

  • Retirement Planning

  • Powers of Attorney

  • Wills

  • Life Insurance

  • Medicare Supplement

  • 401-k, IRA, Roth IRA Planning

  • How to defer taxes on Savings

  • Nursing Home Consultation

  • Charitable Gift Planning