Asset Protection & Legacy Planning

I help you safeguard the retirement you've worked hard to build through thoughtful insurance and legacy planning. Whether you need focused guidance through hourly consultations or prefer a Comprehensive Retirement Plan, we'll address crucial protection strategies to help preserve your assets and provide for your loved ones.

Explore strategies to address future healthcare expenses

This includes insurance solutions and alternative funding strategies, to help protect your retirement savings from potentially devastating care costs

Develop your portfolio allocation across different asset classes

Including evaluating Medicare supplement options and planning for out-of-pocket medical costs throughout retirement

Review your liability protection needs across all assets

to identify potential gaps in coverage and recommend appropriate insurance solutions to safeguard your wealth

Create thoughtful legacy plans

that align with your values, including strategies for efficient wealth transfer to loved ones or charitable causes while minimizing tax impact and administrative burden