You may view our upcoming online webinars here and also book your time slot to attend.


The protection you need, when you need it most to protect you and your families assets.

Financial Planning

Our brokerage acts as a broker (or agent) when it executes orders on behalf of clients.


With an annuity, the insurance company will pay you income for a period of time.

Tax Planning

Our trusted CPA’s act as consultants on many issues, including taxes and accounting.

Safeguard Estate and Financial Planning

What Exactly is a Living Trust?

When someone passes away, their Assets & Wealth typically go through a lengthy legal process called “Probate.”

The problem with Probate is that it is often expensive, difficult, and time-consuming.

Creating a “Living Trust” helps a family to bypass the difficult process of Probate and allow their Assets + Wealth to smoothly transition down to their Heirs.

It also prevents family members from battling over one’s Assets and Wealth after they’re gone.

A living trust clearly spells out who gets what, AND the Wealth is not excessively taxed via the legal process of Probate.

Getting a Living Trust is much more simple and easy than most people would think.

We’re holding an upcoming webinar on how to get a living trust. You can click “register” to attend one of our upcoming webinar dates.

Book An Appointment For One Of Our Webinars Today!