About Us

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

• Financial Needs Analysis
• Retirement Planning
• Life, Health, Disability, Long-Term Care Insurance
• Federal Employee Retirement and Benefits Consulting
• Education Funding
• Estate Planning
• Legacy Planning
• Senior Needs Planning (Including Drafting a Plan of Care)
• Financial Management Courses through Legacy Builders University