There are many phases in life, some arrive as expected while others will appear without warning. Whether it be a wedding, a divorce, the birth of a child, education expenses, retirement, the death of a loved one… are you prepared?
As a Real Estate Broker, Investment Advisor Representative, and Insurance Agent, I am in a unique position to provide a holistic approach in developing your estate plan.
Contact me today to schedule a no-obligation appointment to discuss how I can help you, and your family!
Sincerely, Joel
Contact
“Only put off until tomorrow what you are willing to die having left undone.”
- Pablo Picasso
PRODUCTS & SERVICES
A holistic approach to estate planning for you and your loved ones.
Real Estate
Residential / Commercial / Land
Securities
Stocks / Bonds / Treasuries / Crypto
Life Insurance
Term / Whole / Variable / Universal
Retirement Accounts
401(k)s / 403(b)s / IRAs / SEPs
Education
529s / Custodial / Prepaid
Investment Advice
Individual / Family / Corporate