About Us

It never ceases to amaze us when we meet someone who thinks they have the “Perfect Estate Plan” when in fact, the only thing they have accomplished was purchasing product(s) they were told were so good that they never had to worry about the future. Really? When in reality all they did was to buy a Band-Aid for the moment.


One cannot come close to having a “Perfect Estate Plan” unless they consider life as a puzzle and never try to put a square peg in a round hole. Your plan must encumber Legal, Financial, Social and Long Term Health protective measures so that you are protected from 360 degrees of life’s contingencies hoping you only need 45-90 degrees. This is called Peace of Mind and we strive to provide this on every client no matter what their particular situation may be. Allow us to design your plan so when the winds of change blow your way…you will have the Peace of Mind you richly deserve