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You've prepared your kids for the new school year. Have you prepared them in case you are in an accident?

Did you know that if you're in an accident, your kids could be taken into protective custody until the police can figure out who has the legal authority to take them, even if you've named legal guardians for them in your will? 

To make sure your kids are not taken into the care of strangers, even for a minute, you must set up a Comprehensive Kids Protection Plan. And you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones.

Be one of the first 5 to schedule for a Family Wealth Planning Session and ENGAGE to our services in August, and we will give you a 25$ to Amazon for school supplies. 

If you have minor children and own your home, then this will be the most important Back-to-School preparation you do all year.

Make sure your kids are not taken into the care of strangers; even for a minute, you must set up a Comprehensive Kids Protection Plan. And you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones—and usually, a simple will is simply not good enough.

Be one of the first 5 to schedule for a Family Wealth Planning Session and ENGAGE to our services in August, and we will give you a 25$ to Amazon for school supplies.

I want to help you enjoy the Freedom of knowing your financial house is in order, and your kids & money will be taken care of by the people you know and trust no matter what!

Our Family Wealth Planning Session has a value of $750, but it is worth so much more to you and your family.

And this month, I’m going to give $75 to your favorite place to dine outside to those people who sign up for a Family Wealth Planning Session and ENGAGE our services.

Father's Day Month Special!

Schedule A FREE Family Wealth Planning Session & Get A Gift Card Out To Dinner, On Us!

One of the best ways for you to show your dad or husband you love him and your family is to help put all of your family's financial ducks in a row and make sure your kids are cared for by people you LOVE.

In addition to the FREE dinner, I will waive the regular $750 Planning Session fee when you schedule your appointment this month.

Every day in May is Mother's Day!

I am giving a FREE Mani/Pedi for any mom who makes an appointment this month for a Family Wealth Planning Session with me.

As a mom, you want to do everything you can to protect your family, especially your kids, even after you're gone. And creating an estate plan is one of the best things you can do to ensure your family's well-being.

Mother's Day Month Special Offer!

We will be giving FREE Manicure/Pedicure to anyone who books a Family Wealth Planning Session and engages with us during the month of May 2021.

Many people spend time planning vacations, traveling, or buying a new property rather than doing estate planning to arrange financial affairs and protect heirs. 

To protect your assets and heirs, you should secure to have an estate plan to avoid potentially devastating consequences for your loved ones when something happens to you. The first step in starting an estate plan is to understand its process and components with an experienced estate planning attorney’s help.