Becoming A Client

The process of becoming a client begins with a simple click; one click and we will begin guiding you towards peace of mind immediately, by adding you to our workshop list, or scheduling an appointment for you to meet Jeff so he can help you develop clarity on how to reach your goals and objectives. 

If you need Asset Protection or Medicaid Planning immediately, click here. 

If you need Life and Legacy Planning, without emergency asset protection measures, click here. 

If you’re not ready to take the leap just yet, try reading some of our blog posts, or check out our free Life and Legacy Guide. Each of these information sources is designed to give you important information and insight into the areas of Life and Legacy Planning that interests you. We think you’ll be pleased when you learn just how much we can help you, and we look forward to getting to know you and developing a relationship with you and your family.