About Us

• For over 30 years, we have been helping people secure a source of life-time income payments; reduce or eliminate taxes on social security benefits and estate taxes, when needed, as well as protection against catastrophic illness. If there were critical missing facts that could be costing you money, when would you want to find out? We ensure you know all the critical facts you need to know to make a sound financial decision that is in your best interest before making the decision. Our firm places the highest importance on personal and business ethics, professionalism, strict confidentiality, and the extension of public knowledge on current issues affecting mature adults and their heirs.