For those with high net worth, Estate Planning allows you to pay your inevitable and substantial Estate Tax responsibility at a substantial discount!
I work closely with a local, established Estate Planning Attorney that offers his expert, professional and ethical counsel at an extremely competitive price.
I only offer financially sound, stable products based upon guaranteed and conservative projections, not unrealistic "pie in the sky" promises that can't be fulfilled. The adage: "if it sounds too good to be true, it is" unfortunately applies to the estate planning sales arena.
Let us help you sort out the incredible amount of hyperbole within the Estate Planning sales arena and provide, for your consideration, the plan and products to effectively satisfy your family's estate planning needs, at the lowest possible price.
ProActively Serving All of Southwest Florida: Naples, Marco Island, Bonita Springs, Ft. Myers, Cape Coral