Latest Blog Posts

Aligning Insurance Products within a Planning Structure

Posted on: March 8th, 2014
work with a team of advisors who have the knowledge and experience to help you make sure your risks are covered at the appropriate levels, without duplication and unnecessary costs....

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Posted on: March 2nd, 2014
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What to Do with an Inherited IRA

Posted on: March 2nd, 2014
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Family Wealth Transfer

Posted on: February 19th, 2014
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Wealth Protection: Avoiding Losses

Posted on: February 19th, 2014
You can’t create wealth until you preserve it first....

Business Succession Strategy

Posted on: February 19th, 2014
Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you are not planning to stop working, you need to plan for the day you cannot run your business due to unforeseen illness or death. Most business owners do not take the time to plan for how they will leave their business....
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"Linda's assistance on my estate planning after sudden loss of my wife and remarriage several years later allowed me to be totally self-assured and optimistic. And I am convinced she has the same approach toward all of her clients. A real professional!"

Mike D., Client.

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