LIFE PLANNING

Life Planning intergrates tax preparation, tax planning, securites brokerage, investment management, retirement planning, meeting insurance needs, Estate/Will planning and Estate/Will preparation An agent providing Life Planning is an independent life, accident and health insurance agent and an attorney, who is also a CPA, is brought to the client to assist with Will preparation and to answer legal questions Life Planning is the most comprehensive financial service available and is truly planning for every aspect of a financial life