protecting seniors and those who love them

Whether you’re planning for the Future or facing a medical crisis, we are here to help.

What We Do...

We help you prepare for the future while you are alive and able to avoid chaos when life’s challenges emerge.  Are you at that point in life where you just want to be sure your affairs are in order?

When chaos occurs, we are here to guide you through to the other side. Are you a caregiver who needs help and doesn’t know where to turn?  Are you worried that a disabled loved one will outlive their money? Are you grieving the loss of someone and feeling overwhelmed about what to do about their estate?

Having a crisis?

You are not alone, we can help!

The Secret is OUT!

Here's what our clients are saying:

Meet our team

Our team is full of incredible emotions to help you discover what is best for you and your loved ones

Feel safe and start planning now, you are in good hands

blogs & Videos

Take a look at our library of blogs and videos

Caregiver Series
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Caregiver Series

Let’s talk about the challenges families face when managing the care of a disabled loved one. Caregivers will need to manage transitions between treatment settings and the sources of payment for the care that is needed. Adult Child Caregiver and the Winds of Change This is the first segment of our caregiver series. A person […]

Legal Concepts – in Wade’s Words
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Legal Concepts, Wade's Words

Let’s clarify some of the terms and topics we’re most often asked about in our office. These concepts, once understood, can bring greater confidence, clarity, and peace of mind to your family’s legal and financial planning journey. When Banks Push Back on POAs Every adult should have a Durable Power of Attorney in place. Let’s […]