Services
What We Can Do For You
We provide the strategies that guide, protect and preserve your legacy that last a lifetime for your family, business long-term care needs.
Estate Planning
Creating a plan and putting the crucial legal documents in place to keep your family protected - no matter what.
Long-Term Care Planning
Putting strategies in place necessary to maximum protection of your family’s assets from the cost of long-term care.
Business Planning
Investing in protection for everything you’ve worked so hard for and ensuring it continues to grow for many generations.
Serving All of Florida
We'll walk you every step of the way of designing a plan to meet your needs - virtually - in the comfort of your own home.
ABOUT US
OUR PROMISE TO YOU
Lifetime Relationship
We provide complimentary 3-year reviews with all or clients to update their plans as their lives change.
Kid Protection
We offer a Kids Protection Plan® with every estate plan if you have minors at home to meet various needs.
No Hourly Billing
Our firm charges flat-fees for our planning services. This means there are no surprise bills!
Integral Approach
We provide you with the opportunity to plan for all possible risks, and pass on your legacy as you want.
Communication
We are always available to answer and ask questions when it comes to your planning.
Caring Approach
We don’t bombard you with legal jargon. We’re here to educate you on designing the right plan.
Watch Our On-Demand Webinars
WHAT PEOPLE ARE SAYING
Amazing group! Hector spent so much time getting to know my story and shared his. He asked questions that were in depth and their office has gone above and beyond what I was expecting. Hector also introduced me to a wonderful life insurance agent that was just as amazing! Highly recommended for your family.
— Noelle