Services
VIRTUAL FAMILY OFFICE
National experts to support our Proactive Planning Team in the areas of: 1. Tax Planning; 2. Risk Mitigation; 3. Wealth Management; 4. Legal; 5. Business Advisory Services.
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LIFE INSURANCE PLANNING
Life Insurance primarily protects the income of the breadwinner against premature death. How much life insurance protection is needed differs from individual to individual? The basic rule of thumb is to have enough life insurance to provide approximately 10 times your annual family income. But there are many other factors that should be taken into consideration, including your age, your medical condition, how many dependents you have, your income or current financial status.
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EXTENDED CARE PLANNING
Long Term Care. When these three words are spoken, what comes to mind? Many make the common association with a nursing home. Others may mistakenly think that they are already covered for related long term care matters through their health insurance or disability income policy or policies, or they think that the Government will pay for this issue. Long-term care is defined as needing assistance with your activities of daily living (toileting, bathing, dressing, eating, getting in and out of the bed or chair, and maintaining continence). Another type of long-term care is the supervision that is needed for someone with severe memory loss.
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ESTATE PLANNING
Do you need a will or a trust? The reality is everyone already has an estate plan. If you do not have a plan, by default you have the government's plan. Estate Planning allows you to have control over the distribution of your assets, guardianship over minor children or adult disabled children. It allows you to make sure your loved ones will be provided for and the peace of mind that you have removed a huge stress that they might face in the future. Plus, you can be confident that your desires are carried out in a timely and efficient manner.
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DEBT MANAGEMENT
What if you can payoff your mortgage and all your other debts in 5-7 years without changing your current budget? Would you want to learn more about it?
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MEDICARE PLANNING
Healthcare in retirement usually means Medicare. With all the various options and providers, how do you make the right decision that makes sense for your situation? Let us help you avoid costly Medicare mistakes with confidence and peace of mind.
