Protect Your Family Without Court, Chaos, or Confusion
Wills, trusts, powers of attorney, and healthcare directives — designed for real families, reviewed by an attorney, and signed at your kitchen table
Wills, trusts, powers of attorney, and healthcare directives — designed for real families, reviewed by an attorney, and signed at your kitchen table
Protect Your Family's Future Trusted by 10,000+ Families
Step 1 — Discover Your Gaps
Every family’s story is unique. In this private phone or Zoom call, we’ll listen to your goals and identify protection gaps.
You’ll leave with clarity and direction.
Step 2 — Design Your Plan
Together, we’ll build your personalized Will or Trust strategy.
Our team crafts the documents and an attorney reviews every detail.
Step 3 — Sign with Ease
Every family’s story is unique. In this private phone or Zoom call, we’ll listen to your goals and identify protection gaps.
You’ll leave with clarity and direction.

Key Topics to Cover:
Wills and Trusts: Ensure your assets are distributed according to your wishes
Tax Planning : Utilize strategies to reduce estate and income taxes
Retirement and Preservation: Grow your wealth while mitigating risk
Philanthropy and Giving : Create your lasting impact through charitable giving
Succession Planning : Seamlessly transition your business or investments
In April of 2000, my mom had a sudden stroke that changed everything. Thankfully she survived but the health crissis never allowed her to fully return back to work
Our family wasn’t prepared — no clear plan, no powers of attorney, and no guidance.
In the middle of crisis, we had to make hard decisions we shouldn’t have faced alone.
That moment changed my life.
It showed me how unprepared even good, hardworking families can be — and how important it is to protect what we love before life happens.
Today, I help families across the country create simple, attorney-reviewed estate and financial plans — so they never have to experience what my family went through.
Because peace of mind isn’t just about money or documents — it’s about family, faith, and freedom.
Estate Advisor & Financial Planner with over 20 years of experience
Personal Financial Counselor (PFC) for the U.S. Department of Defense at the 177th Fighter Wing (Air National Guard)
Featured expert in estate and financial protection for everyday Americans
Licensed and trusted advisor serving families nationwide


✅ Assisted Will & Guardian Plan
✅ Durable Power of Attorney
✅ Health Care Power of Attorney
✅ Medical Privacy Documents

✅ Assisted Revocable Living Trust
✅ Trust Funding & Asset Review
✅ Mobile Notary at Your Location
✅ Comprehensive Financial Plan

✅ Private Strategy Session with Lead Attorney
✅ Personalized Estate Protection Plan
✅ Premium Legacy Binder with Digital Access
✅ Advanced Tax & Asset Planning
The Executive Team

Financial Estate Advisor



Director Of Operations

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