Why We're Qualified PDF Print E-mail

Your Estate Coach is an expert team of advisors who help you complete your retirement planning.  We can utilize any or all members of our team to guide you through your entire plan whether it be Veterans Benefits, legal, financial, accounting, tax strategies, real estate or investment management. By pooling our resources, we are able to help you make educated decisions on your life, your family's lives and their future.

  • Certified Financial Planners
  • Certified Tax Preparers
  •  Veterans Benefits Consultants
  • Certified Senior Advisors
  • Certified IRA Advisors
  • Certified Elder Planners
  • Certified Annuity Counselors
  • Certified Paralegals
  • Graduate Estate Planning Consultant
  • Chartered Life Insurance Underwriters
  • Society of Certified Senior Advisors
  • National Council on Aging
  • The Institute of Certified Financial Planners
  •  International Assn. for Financial Planners
  • Better Business Bureau Members with their highest rating 
  • AARP members
  • Securities Trained
  • Certified member of Institute for Elder Planning Studies

*Experienced network hold these designations.