Families and Individuals

We have many client family relationships that span multiple generations. Whether you desire to establish an education fund for a child, help an elderly parent navigate the world of social security and Medicare or leave a legacy for heirs, we have the resources to help you.

We can guide you through many family challenges. With over forty years of combined experience, we can help you strategize and try to solve problems surrounding family dissent, special needs situations, excessive taxation and business succession.

Build and Manage

• Education Funding
• Elder Services
• Investment and Portfolio Management
• IRAs and IRA Services
• Retirement Planning

Protect

• Annuities
• Life Insurance
• Long Term Care
• Medicare and Healthcare
• Special Needs Trusts

Transition

• Charitable Planning
• Estate and Elder Services
• Family Partnerships
• Stretch IRAs
• Trust and Trust Services