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.
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.
OUR PROMISE TO YOU
We provide complimentary 3-year reviews with all or clients to update their plans as their lives change.
No Hourly Billing
Our firm charges flat-fees for our planning services. This means there are no surprise bills!
We provide you with the opportunity to plan for all possible risks, and pass on your legacy as you want.
We are always available to answer and ask questions when it comes to your planning.
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
My husband and I are clients of Irene and Hector’s. Irene has guided us through the estate and life planning process. I cannot speak highly enough about the importance of making sure your affairs are in order, no matter what season of life you are in. We have total peace of mind as her clients. Irene is a joy to work with, and I would trust anyone I love, to her. We are also working closely with Hector to handle the business side of our estate plan.