Asset Protection Planning—helping clients protect “all” valuable assets from all known and unknown creditors. If you have a cell phone, a car, or valuable assets, you need an asset protection plan.

Estate Planning—this includes basics like wills, trusts, and durable powers (legal and medical) implemented or it could be more advanced planning such as IDGTs, Freeze Partnerships, etc., or even charitable planning (CLTs, CRTs, family foundations, etc.).

Tax-Planning—this includes helping people reduce their income, capital gains, and estate taxes.

Long-Term Care Planning—one of the biggest expenses clients will have in retirement is LTC expenses. The options to help insure against this expense are fewer than they were even a few years ago, but there are still viable tools that are affordable for clients to protect against this seemingly inevitable expense.

Product Agnostic—our approach is to use a multi-asset approach to growing wealth before retirement and sustaining needed income in retirement.