Services
01
Life Insurance for Wealth & Legacy Planning
Life insurance is a powerful tool when structured properly. I design policies that provide income protection for families, liquidity for estates, business continuity funding, and wealth transfer strategies that minimize tax impact. Whether your goal is protecting loved ones, equalizing inheritances, funding buy-sell agreements, or supporting charitable giving, I tailor each solution to align with your overall financial objectives.
02
Disability Income Protection
Your ability to earn an income is one of your most valuable assets. Disability income insurance ensures that if illness or injury prevents you from working, your financial plan stays intact. I help professionals, executives, and business owners secure coverage that protects lifestyle, retirement contributions, and business obligations—so a temporary or long-term disability doesn’t become a permanent financial setback.
03
Long-Term Care Planning Strategies
Long-term care expenses can significantly impact retirement savings and estate plans if not addressed proactively. I develop customized long-term care strategies designed to protect assets while maintaining flexibility and dignity in later years. Whether through traditional policies or hybrid solutions that integrate life insurance benefits, I help you prepare for future care needs without compromising your financial independence or legacy goals.