Your Wealth Protection Specialists
Since 1983 I have provided planning expertise to business owners and families just like you, helping them identify points of vulnerability & points of opportunity within their unique plan.
"Life-events" can prevent "life-goals" from being fulfilled. A comprehensive plan for your security is what is needed. Estate and financial planning may seem daunting, but by using our proprietary software and communication strengths, you will understand everything that you have already, its value to you, deficiencies if they exist, and answers to coordinate everything into one holistic picture, finally!
➨Wealth Protection is the art of identifying points of opportunity and points of vulnerability, with the intent to address them successfully!
✔︎Our recommendations are concise, and presented in order of your importance, not ours!
✔︎We are product-agnostic; our value is in the planning to identify vulnerabilities & opportunities.
✔︎We then offer multiple solutions that correlate with your ability to afford them.
✔︎Term & Permanent Life Insurance, Disability & Critical Illness, and Retirement Solutions.
✔︎Established. Friendly. Reliable. Responsive. Since 1983.