lives so they have more time to focus on their life purpose. We offer comprehensive services including trust planning, cash flow management, retirement planning, income tax analysis and insurance analysis. Our services are designed to give

produce stable income, reduce risk and maximize return on investment, as well as expertise in addressing tax, estate, insurance, legacy

Retirement Planning, Long Term Care Insurance, Investment Management (fee only), Income Enhancement, as well as customsetting up living trusts and minimizing estate taxes. We also help companies review and upgrade) focuses on dividend-paying stocks and blue chip stocks to increase and protect income. Income Enhancement

investment strategies, tax shelters, tax advantaged investments, tax loss harvesting and diversification, life insurance, cashflow management, minimizing estate taxes, guaranteed income streams investments and more stable assets. Our focus is on tax liability analysis and mitigation.