At Estate & Financial Strategies, we specialize in asset protection and preservation which we believe to be at least as important as getting the best return on your money. Most of our clients are retired or near retirement, therefore  our first priority is to assure you have a safe, secure, and prosperous retirement.

Feel free to look around our site to learn more about reducing risks through Estate and Financial planning, Annuities, Long Term Care and your other insurance and financial needs.