Life Transition Coaching (LTC) – deals with situations that have more and more families with multiple living generations such as children living at home, college students and parents with financial and health needs that families now experience. These require many different areas of planning and decision-making as people live longer. LTC assists with meetings and coaching while coordinating these situations. Also LTC emphasizes confidential estate planning information and solving family distribution and business succession problems.
Insurevest Corporation– reviews present life, health, disability and long term care insurance and also sponsors employee benefits and retirement plans combined with some of America’s top benefit providers
Senior Solutions 65– sponsors seminars which help individuals understand the unique financial situations, relationship building, and understanding life’s purpose into a meaningful and action-packed lifestyle directional program. This includes providing education for both Social Security and medical care along with parental care and special needs.
The Giving Alliance – is a fully active 501(c)(3) organization that can help individuals form a Donor Advised Fund (DAF) to develop a personal charitable giving program. This can be done without the costs of attorneys and the long complicated process of forming your own Trust.
The Strategic Financial Alliance Corporation - is my Broker-Dealer for all securities transactions in dealing stocks, mutual funds, managed accounts, REITS, Direct Investments, Private Placements, Variable Annuities and any investments supervised by FINRA as a security and under their jurisdiction.