We always start with protection – to make sure that the people who depend on you will be taken care of no matter what happens in life. We serve everyone who wants to equalize their estates, leave a legacy or pay estate settlement costs at the lowest cost possible. We specialize in working with business owners and key employees to provide incentives striving to assure the long-term viability of the business. We love to tackle tough problems and create innovative solutions. 

There are many resources and strategies available, but navigating through the process can be overwhelming, especially for families who often find their schedule and finances stretched thin. That's where we can help the most.

“I know how all-consuming it can be to simply get through some days when your child has special needs. Nothing is more gratifying to me than helping these families achieve peace of mind about the future.” John Crowley, Special Needs Adviser