Broker Check

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.