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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



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“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 / Generational