Estate Planning Services include:

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How to protect a lifetime of hard earned assets in the event that nursing home care is needed due to an unplanned illness. 

Learn how War time Veterans & their Surviving spouse may receive a monthly Pension up to $2,130 per month from the Department of Veterans Affairs (Tax free) to help pay for in-home care, assisted living care, or private nursing home services.

We offer financial and investment planning using a variety of insurance products to help clients make safe investments choices as well as long term care insurance to protect them from the financial burden of long term care cost.

As Investment Advisor Representatives (IAR) we must act in a fiduciary capacity, and therefore we are held to a higher standard of conduct than other financial and investment planning firms. This fiduciary standard mandates that an IAR must always put the client’s best interests ahead of his or her own, regardless of all other circumstances. 

The real purpose of estate planning is to properly plan for your own disability or death. If you don’t make your own decisions in advance regarding your assets, your healthcare, etc., the courts, or what’s in the law, will make those decisions for you.  Power of Attorney, Last Will & Testament, Trusts are all tools used in creating your estate plan.

The true purpose of an estate plan is to accomplish a number of goals. Your estate plan will depend upon your particular circumstances as well as you health. In planning your estate, your goals and wishes are given the highest priority. In addition to your goals and wishes, you should also consider your family and its needs, as well as the nature and extent of your property.