Protect What Matters Most — Your Family, Your Legacy, Your Future

Comprehensive Planning for Life’s Biggest Transitions

Don’t wait until it’s too late. Our free guide shows you how to protect your family from unexpected costs and stress — in just a few minutes of planning.

Our Solutions

Planning Tools for Every Generation

We provide families with resources to protect what matters most. From funeral and estate planning trusts to long-term care strategies and travel protection, our services bring clarity and peace of mind to life’s biggest transitions.

Funeral Expense Trusts

Protect funds for funeral and memorial expenses, avoid probate delays, and give your family immediate access to money when needed.

Estate Planning Trusts

Secure your estate with fast, flexible trusts that bypass probate and remain under family control.

Legal Documents

Create wills, powers of attorney, and other legal documents—without the high cost of attorneys.

Medicaid-Compliant Annuities

Specialized annuities that protect assets, preserve eligibility, and provide income—all within Medicaid guidelines.

Annuities

Build guaranteed future income and safeguard assets with annuities tailored to your goals.

Bring Them Home Plan

Travel with peace of mind. If death occurs abroad, repatriation coverage ensures your loved one is brought home—without financial or emotional stress.

Long-Term Care Planning

Protect your savings and prepare for one of life’s biggest financial challenges. We help you plan ahead so care is covered without draining assets.

Medicaid Planning

Navigate complex Medicaid rules with proven spend-down strategies, protecting your family’s wealth while securing care.

$84 T

Projected wealth transfer from Baby Boomers to heirs by 2045.

20%

of the US Population will be Seniors by 2030

70%

of seniors will need some form of long-term care in their lifetime.

$100K

Average annual cost of a private nursing home room.

Protect What Matters Most

Our services are more than financial tools—they’re peace of mind. From planning ahead for long-term care to ensuring a loved one is brought home after traveling abroad, we provide families with clarity, protection, and dignity at every stage of life.