Experience

Premier Estate Planning, LLC

• United States
• Legal Services
• 1 - 100 Employee

• Owner

  • Jan 2011 - Present

• Client Services Manager

  • Mar 2005 - Present

  The best part of this business is helping people get their affairs taken care of today. Estate Planning is one of those areas that is very easy to delay taking action on. After all, who wants to talk about incapacitation and death! When you take the time to make sure you have the appropriate legal documents in place, you won't have any problems. Estate Planning is about maintaining control over your personal and financial decisions...not about how much money you have. Estate Planning isn't just for the more "mature" family members in our lives. Issues happen to people of all ages. I would love to help you get your affairs in order. I also enjoy working with other professionals to help their clients with their Estate Planning needs. We're your Estate Planning & Estate Settlement back office. Show less


Your Family Bank LLC
• United States
• Financial Services
• 1 - 100 Employee
• Authorized Provider

  • Oct 2017 - Present


The Wealth Store

• United States
• Financial Services

• Client Services

  • Jan 2016 - Present

  Do you know the biggest fear of a retiree? For most, it's running out of money. Why is that? For many, it's because of their debt service. At The Wealth Store, we help clients pay off all of their debt, including a mortgage, business debt, college loans, credit cards, etc... and the best part is, they aren't spending anymore money than they currently are today. Once a person has taken care of their debt, they can really begin to plan for retirement. Here at The Wealth Store, we help people establish Foundation plans that will make sure they never run out of money. It is truly a rewarding experience that builds relationships for life. Show less