As a Certified Estate Planner and as an Independent Insurance Agent with almost 30 years experience, I have seen the terrible results poor planning or no planning has had on Business’s, Business Partners, Husband and Wives, Surviving Spouses and Children after Dad and Mom have passed away.

Now we add in Scam Predator’s, People and Attorneys suing over anything and everything and the largest Bankruptcy rate in history.

So you start to wonder why most Estate Planners only worry about getting you that extra 2% or 3% rate of return and a Revocable Living Trust.

IF YOU LOSE ALL YOUR ASSETS WHAT DOES THAT RATE OF RETURN REALLY MEAN?

In our first level discussion group we will discuss how safe is your business and/or family estate from predators and lawsuits. It is actually quite simple to make your business or family estate safe.

In our second level discussion group we will discuss health insurance issues covering Hospital, Doctor, Prescription and even Long Term Care Insurance in case of a catastrophic illness, disability, or a nursing home confinement.

In our third level discussion group we will discuss the few good things and the really bad things about individual or company sponsored pensions, IRA’s, and TSA’s.

If your business or personal estate is set up correctly you really won’t want to have all the Government rules and regulation that will affect you when you reach retirement due to age or disability. For those already in retirements, some changes in level three can still be made, depending on each person’s situation.

In our fourth level discussion group we will work with you to set up a LIVING LEGACY PLAN that works while you are living, and also works after you pass away.

These discussion groups can be personal meetings in our office or your home, or you can be part of our small discussion groups meeting around town. We try to keep the small groups between 2 to 12 people at a time. We can also have these meetings at your place of business, church, or club meetings.



A Business-Owner’s Guide For Tax Reduction & Protecting Your Assets and Income From Being Taken Away

IMAGINE! Enjoying Asset Protection Being Judgment Proof Possible Reducing Income Taxes and FICA Taxes Minimize Capital Gains Taxes Having Control of Your Pre-Tax Cash Flow If you can imagine these benefits as a Self-employed Professional or Business Owner, then the information we provide is just what you have been looking for.