Estate Protectors

Estate Protectors is here to help you navigate through the complex maze of decisions that need to be made during the aging process. Our senior community, veterans, families and business owners deserve expert navigation with the necessary planning options. At Estate Protectors, we provide this guidance by offering an abundance of professional and ad... visory relationships to assist us in our comprehensive approach to Estate Protection, Financial & Business Planning and Senior Planning Solutions. Because we can never know too much. We haven't survived in the competitive industry we are in, for as long as we have, without being absolutely committed to serving our clients on a personal, intimate and professional basis. That is why we continue to educate ourselves in all new developments in the disciplines of Estate Planning, Insurance, Investments, Tax Planning, VA Benefits, and Medicaid . We assure our clients that we constantly push ourselves to be more prepared each day to serve them and their families by gaining more licenses, certifications, training, experience and professional advisory associates. Let's get to know each other. Our process to better understand how we can assist you on many levels, is to meet with you in our office or at your home. We often encourage the adult children to participate in the process which includes two meetings: The Discovery Meeting, where we perform a Needs Analysis and get to know one another. The Proposal Meeting, after evaluating your data, we create various solutions to discuss in this second meeting to determine whether we want to work with one another, what options to integrate into your Action Plan, and what the fees would be to do so. Then we implement the often multi-faceted Plan. It Is never too late to start planning. Get a plan in place to make sure that your assets and the people you care about are handled in the exact way you want as you advance in age.Read More