Call us before…

Call us before you:

Since these areas are widely misunderstood and fraught with landmines, we ask all of our clients to call us before they:

• Establish a Trust.
• Purchase a Variable Annuity.
• Purchase Long-Term Care Insurance.
• Buy a Timeshare.
• Buy a Lot for eventual retirement.
• Invest in a Rental property.
• Commit to an Early Retirement offer.
• Sign up for Social Security.