Insurance and Wealth Management
Providing insurance & financial strategies to individuals & businesses alike for the purposes of asset protection, tax-diversification strategies, wealth conservation, and legacy building.
My practice aligns very closely with those in legal services for our shared clients, services law firms, and operates as a beneficial resource for attorneys themselves. Developing referral partnerships--especially in the estate planning space--allows us both to best service our valued clients. Not only that, but my practice provides asset protection and wealth management services to law firms as a whole and individual attorneys alike.
