“I used to lie awake nights worrying about how much money I was losing in the market.  Now I get a good nights sleep.                Thank you!” -S. Clark
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Estate Planning in these turbulent times is essential to financial survival. The problems facing Americans are complex and require the help of qualified professionals.  Individual advisors and brokers, no matter how well educated and well meaning, cannot compare to the power of an informed team of qualified legal, tax and financial professionals working together to formulate the most effective estate plan for you.Your current needs may include something as basic as trying to maximize retirement income with no risk to principal, or reducing taxes on current investments.  You may be looking for alternative ways to prepare for the burden of long term-care expenses, or need tax consulting. 

You may need a simple will or a trust, or have an existing document that needs to be reviewed by an estate planning attorney.  Whatever the need, through our association of qualified professionals, we can help coordinate a plan that can accomplish your goals.

Our relationship with our clients begins witha free no obligation consultation.  The purpose of this initial meeting will be to uncover current threats and shortcomings in your existing financial and retirement plan and to inform you of possible solutions and opportunities, and where applicable, refer you to the appropriate qualified tax or legal professional.
Insurance, Financial & Retirement Planning
The "Safe Money" Specialists