Family Wealth Planning

We work with you to safeguard your family’s financial interests and livelihood through:

• Analysis of your current life insurance and long term care programs to ensure proper coverage.
• Family Catastrophe Planning to ensure that your loved ones are taken care of when emergencies occur.
• Family meetings to keep all members apprised of your Family Wealth Plan details.
• Health Care Consulting including working with third parties to perform a Medicare analysis.