Our Family's Mission is to
Protect Yours.
We believe by handling your family’s financial affairs with absolute respect, honesty, and intelligence we’ll be able to create and preserve your assets to confidently set up your family’s financial future.
Here are some
Interesting Facts.
95%
OF INFORMAL CARE
for older adults who do not live in nursing homes is provided by family members.*
$8,121
PER MONTH
is the 2016 National average cost of a private room in a nursing home. A semi-private room's average cost is $7,148 per month. That's an extra $85,776 - $97,452 per year just for Nursing Home costs.**
#1
REASON
why people outlive their money: having to pay long-term care. Devastation ensues if a proper plan is not put in place. Legally protect your assets in case long-term care is needed.***
This is what
We Believe.
While many financial planning firms attempt to be all things to all people, we have found that by focusing exclusively on two areas, we are able to more confidently design plans that can help our clients worry less about retirement and focus more on what matters.
