How do you want to spend the rest of your life?

There is no “one-size-fits-all” plan to fit every investor and every financial goal.

It is never too early - or too late - to plan. But if you don’t plant the seed, the tree will never grow.

Where do you want your bridge to take you?

As a client, you are family - not just a number.

Are you living to work, or working to live? There is a big difference.

“We make a living by what we get, but we make a life by what we give.” - Winston Churchill

Case Studies

Case Study: Using OPM (other people’s money) to fund your retirement

Hypothetical case study demonstrating an approach for leveraging a PFEIUL (premium financed equity indexed universal life policy) with borrowed bank funds to increase income, save taxes and fund asset-based long-term care within a financial plan.

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Case Study: A blended family

How can a single estate provide for multiple needs without being gobbled by estate taxes? The following is a hypothetical case study that demonstrates a proposed approach for a family who is living comfortably with a significant estate, but their

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Case Study: A fair exchange

Can a tax-deferred property exchange help fund a divorcee’s financial plan? Case study demonstrating a proposed approach using a 1031 Exchange for real estate property awarded to the divorcee. SITUATION Following divorce proceedings,

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Case Study: Taking a much-needed break

Can you fund a dream vacation while going through a divorce? The following is a hypothetical case study that demonstrates a proposed approach for a high-earning professional woman dealing with a difficult, painful divorce process that has been

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Case Study: Home is where the value is

Can a home valuation make a difference in a divorce settlement? The following is a hypothetical case study that demonstrates a proposed approach for a working mother with two children who is passionate about keeping her home as part of her divorce

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Case Study: A Woman On Her Own

Can insurance be costing you much more than you think? The following is a hypothetical case study that demonstrates a proposed approach for a single woman with one responsible, independent adult daughter who needs more cash to spend annually.

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