Strong families create strong communities.

I am passionate about helping families thrive because I know what it's like to think you have an advantage, and then watch it disappear.

It’s been fifteen years since my parents passed away eight months apart. Sadly, much of the real estate they spent a life time accumulating is already gone.

What happened to us isn’t unusual, it happens more often than not.

The good news is, there is a better way!

To protect my children and grandchildren, I discovered the best kept secret hiding in plain sight. More importantly, I implemented what I learned.

My passion is to help your family create a Legacy Plan to prepare them to manage shared assets.

After writing and publishing a series of best-selling books I began offering group training programs and custom solutions for individual families.  Ultimately, my mission is to certify other professionals to do what I do, and see Legacy Planning become a recognized industry.

Take it from someone who has been there, it’s easier to prevent problems than cure them.

Legacy Planning is the secret to keeping your wealth in the family.  I believe the best way to help people is by working with them where they are to discover and implement a plan to quickly impact their lives now and secure their family’s long-term future.

Schedule Your FREE Consultation today!

Discover what you need to know to protect your family and your wealth!