"I know exactly". 2. Foundation it's planning time. What's your big vision? We make a practical plan (with numbers and timelines)to get you Now that you have clarity and a plan in place, we help you take off your plan. 4. Flow We help you go to the next level from great financial health to

Introduction: We create estate plans that will ensure your loved ones and assets services include wills, living trusts, powers of attorney, health care proxies, living wills, guardianship documents, irrevocable trusts pre-selected by the client based on the level of planning that makes sense for their family.

asset management and retirement plan services. It also offers individual health products through Golden RuleHumana Insurance Company. The company s group health products are offered through Humana Insurance services, including institutional and retail mutual funds through its wholly owned subsidiary NYLIFE Securities