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Welcome to the Estate Planning Professionals

We employ teams of support staff personnel internally and externally, throughout the country to help us serve you. We realize that investing your money and planning your estate are some of the most pivotal decisions you will make in your life, and we have established a level of professionalism that far exceeds what you will experience with anyone else in our industry!

* We Specialize in Providing "Comprehensive" Estate and Business Insurance, Investment and Retirement Planning For All Our Clients.

  • Comprehensive vs. Transactional
  • "Begin With the End In Mind"
  • Quality Advice
  • Long Term Planning Relationships
  • Investment Philosophy:
    One May Accumulate More Money Over Time By Focusing On Preserving Capital Rather Than By Trying To Maximize Investment Returns.
  • Founded Over 15 Years Ago
  • Combined Planning Expertise Spans Over 80 Years
  • We Are An Independent Firm
  • We Do Not Charge Hourly or Annual Fees For Planning
  • We Posses Licenses For Insurance and Securities Products
  • Customized No-Load Mutual Fund Advisory Service
  • We Maintain Many Professional Business Relationships With
  • Attorneys, CPAs and Independent Insurance Agencies.

Helpful Articles to the Most Commonly Asked Questions

ProbateConsider these six unique ways that you can control the distribution of your estate.

Long Term Care Although many individuals neglect to prepare for this, there are ways you can ensure that you are ready for all of life's surprises in the future.

Estate Planning Estate Planning is an essential step in preparing for the future, not only your own, but also for your loved ones.

Load vs. No-Load FundsLoad funds require that you pay an up-front commission to a broker while no-load funds do not require a commission. One question remains, how do you decide between the two?