The Life Guides are designed for our clients and prospective clients in a checklist and/or questionnaire format, containing information and guidance on a variety of life events. 

Some of the Life Guides are event specific, such as marriage, moving, death, divorce, retirement and inheritance. 

Other Life Guides are more general in nature, such as teaching kids (or Grandchildren) about money, general finances, emergency planning and business continuation and protection planning. 

Click here to check out our Life Guides, Financial Worksheets, Financial Calculators and more.

Life Guides

Our Services

Unhappy with the rates the banks are paying? ​ Talk to us… we have products that are alternatives to CD’s.

Who’s managing your investment portfolio?

Want to leave your assets TAX FREE to your loved ones, but don’t know how?
Talk to us… we have the BEST ANSWERS.    
Scared of losing your assets to nursing homes or Long Term Care facilities?  Talk to us… we have alternative solutions to safeguard your money!

Did you do well in the market lately? That’s great! But, how do you plan NOT to LOSE your earnings? Let us help!

Did your tax return scare you? 
​ Let us teach you how to reduce your tax liability for next year and beyond.

​Are you truly maximizing your Social Security or Pension benefits?
​ Check out the Events tab for our Social Security dinner seminars dates
  and/or call us for an appointment!