Our Work
Protect Your Health
Protect Your Health
Protect Your Health
Maximize Your Medicare Coverage and Prepare for Long Term Needs
Which Medicare plan fits your level of health AND your healthcare wants and needs
Evaluate the other option to costly long-term care insurance
Protect Your Health
Protect Your Health
Protect Your Assets
Protect Your Health
Protect Your Spouse and Children
Estate Planning With Revocable Trusts
Wills WILL NOT keep your assets from going through probate court in NC and most states
Probate court costs can reach up to 10% of your total assets
Protect Your Spouse and Children
Protect Your Spouse and Children
Protect Your Spouse and Children
Your Life Insurance Plan
Create your own bank - with guaranteed rates of return
Provide tax-free retirement income while creating long-term legacy plan
Protect Your Financial Future
Protect Your Spouse and Children
Protecting Against Rising Taxes
Maximize Your Social Security Funds & Fill You "Gap"
Select the optimal time to take your social security withdrawal
Create a plan for what your 401k / IRA's will not cover
Protecting Against Rising Taxes
Protect Your Spouse and Children
Protecting Against Rising Taxes
Building Your Tax-Free Retirement Plan
Implement the second-mostpopular tax-free retirement investment, after the Roth IRA
Transfer current taxable assets to tax-free retirement assets to legally lower your annual taxable income