Plan ~ Protect ~ Preserve
We are a team of professionals dedicated to educating and counseling you in ways to protect the people and things you cherish during all phases of life: good health, disability, and at death. We know you have worked hard to build your nest egg. If you are like most people, you want to preserve it and maintain your personal and financial independence and leave a legacy for your loved ones safe from loss due to disability, long term care costs, estate taxes, estate settlement costs or a beneficiary's inexperience or vulnerability.
We have a broad spectrum of protection strategies that can serve you whether your resources are modest or generous. What is unique about us is our process of education and counseling which is designed to help you make informed decisions about your estate planning and asset protection options. This knowledge puts you in the "driver's seat" to choose the options best suited to your specific needs, comfort level, and budget. We can make sure you don't overlook disability and other benefits so your money lasts longer and you can face the future with confidence. Our formal updating system is designed to ensure your plan remains current despite changes in your personal circumstances, the law or advisor strategies.
Everyone on our team is focused on helping you achieve your goals. We follow the Golden Rule and strive to handle your matters the way we would want things handled if we were in your shoes. We endeavor to maintain lifelong relationships with you - to be your trusted advisors to whom you can turn for answers and solutions. We belong to national and regional estate planning professional associations which help us remain current regarding changes in the law as well as with cutting edge strategies we can use to help our clients.
Thank you for visiting our site. We hope you find the information on our pages helpful. Read about our team members here or by clicking on the tabs above. Call our office at 216-861-6160 if you have questions.