Serving the Senior Community with 25-yrs experience
Attorney supervised and Member Better Business Bureau.

Income Allocation Where your money originates & travels to such as Savings and Investments -Fixed Expenses - Variable Expenses. Risk Management Certain risks you are exposed to that could sink your financial ship. Risk management & insurance issues. Investing-Wealth Accumulation Save money for specific goals and make informed decisions. Most investments tend to be known as non-qualified monies and are usually after-tax investment dollars. Tax Planning Government in partnership with you, understanding your 1040 return. Two tax systems: income tax and estate & gift tax. Retirement Planning Building net worth through systematic savings and invested wisely. This money is referred to as qualified money since generally these funds are in a qualified retirement plan. Estate Planning How your estate passes can be in your control. Understanding how title affects ownership and the rights of a beneficiary designation. Provide guardianship issues for young children. Documents you'll need to have (from worst-case scenario) to achieve security... and "peace of mind."