» Asset Protection

Are you all set if you have long term care insurance?

Long term care planning is complicated.  When we help guide our clients through that process we must consider many factors, including things like amounts of current and future assets and income, likely expenses, health conditions of various family m… Read More
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Church Affiliated Retirement Plans

Supreme Court Says Retirement Plans From Church Affiliated Organizations Not Covered by Employee Retirement Security Act The United States Supreme Court recently considered the issue of whether or not federal ERISA law applies to retirement plans sp… Read More
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Testimonials

Hank’s primary focus is on the needs of his clients and what works best for them in their individual circumstances. He is very practical and works to educate his clients without being condescending. At the same time, he keeps himself up to date… Read More
– Kathleen Grover

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