PROPER PLANNING CAN PROTECT YOUR LOVED ONES…

… even if you aren’t there to provide for them.

Learn how we can help.

You want to provide the best possible quality of life. We have advisors on staff who specialize in caring for families like yours. Finding time to pull together your financial strategy is difficult – and even more so when you have a family member with a disability or special need. But, it’s more important than ever. Planning with an expert is crucial.

Let’s find the best balance for your family.

Care for a Loved One
with Special Needs

Providing the best quality of life for the individual with special needs is a top priority, but if not done properly, can have detrimental effects on their benefits such as SSI, Medicaid, or Medicaid Waiver program. Having a team of professionals who understand Special Needs planning behind you is important. We can help.

Plan for Long-Term
Care Insurance

The emotional pain that is caused by caring for a loved one as they get older is just the beginning. It’s also expensive and you may be put in a position to make decisions based on cost instead of the best solution for your parents, grandparents, partner or friends. We never want to be in that situation. We can help.

Protect My
Loved Ones

While never a situation anyone wants to be in, but if a spouse or child passes away or is disabled, you need peace of mind with a contingency plan, but the solution is different for everyone. There are tools that can be used, but at the end of the day, what people care about most is that they would be able to weather the storm. We can help.

Building A Relationship and A Truly Comprehensive Process.

These are our top priorities.

Building a personal relationship and getting to know you or your business, coupled with our truly comprehensive process, will provide you with support and resources to help you reach your financial goals.