Annuities

Some things to consider

How Can I Leave Money to My Financially Irresponsible Children?

The main importance of a trust is for tax implications for the receiver. If a person is not a good money manager, if a

Is a 529 Plan the Best Way to Save for College?

So what happens when your child gets a full scholarship and you’ve already set money aside in a 529 plan versus a life insurance

What is the Difference Between Saving for College and Retirement?

There are drastic differences between saving for retirement and saving for college. The biggest difference is the length of time you have to prepare

Is Long Term Care Insurance Worth the Cost?

Long Term Care (LTC) insurance is usually worth it for most people because it protects against the risk of paying for a nursing home, assisted

How Do I Fund a Special Needs Trust for My Child?

The average cost to protect and raise a special needs child has been calculated to be around $2.4 million. Once your attorney sets up a

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Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.

Services We Provide

Do you have aging parents?

There are a lot more options out there now that can help with taking care of both your parents and yourself.

Do you have a special needs child?

So do I. Let me guide you through what you need to do to protect your child’s future, as well as your own.

Are you in the “sandwich” generation?

This means taking care of your children and parents. Trying to save for college, plan for retirement, and deal with aging parents? Let’s talk..

Are you on your own - no spouse or kids?

Are you wondering how to plan for your future? Without a big family to fall back on, you need a plan to make sure you’ll be taken care of as you age.

Do you own a family business?

Do you want to make sure your employees are looked after? I can work with you and them on plans that work for everyone.

Are you part of a non-traditional family?

Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.

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