Categories: Financial Advisors & Planners
Products: Long Term Care, Medicare Supplement and Medicare Advantage, Dental Coverage
Services: Retirement Income Distribution, Estate Planning and Tax Efficiency, Life Insurance Planning, Grandchildren Legacy, College Planning, Critical Illness Planning, Financial Organization, Social Security Timing

We're a team that primarily works for a select group of successful families, business owners, and entrepreneurial professionals who are striving to secure their investment legacy, many of whom among other things aspire to a “Work Optional” Lifestyle. Along with individuals, we align ourselves with small businesses in providing top notch service and solutions, so they can worry about building their businesses with peace of mind. Whether you are an individual or a business, we have developed a formula called the LReP Formula that takes you through a defined process that makes the outcome predictable.