In everything we do, we believe in challenging
the legal status quo. We keep things simple, providing
peace-of-mind planning and resources in plain English.
We just happen to use Trusts, insurance, and other legal
documents to do it. Want to work with us?

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Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
“Jeff is a dedicated Attorney, persistent in the pursuit of his clients’ needs. I have found him to be extremely knowledgeable and of the highest integrity. I highly recommend Jeffrey.”—Sophia M.
“Easy, informative and an enjoyable process. We feel we’ve received excellent services and we feel that we’ve been taken care of.” Nancy A & Nancy C

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Recent Posts

Our RX Angel chooses the BEST Medicare plan to work for YOU

July 5th, 2017|0 Comments

This year the Care Assistance Center has invested in a revolutionary new tool called the RX Angel to assist our own clients with their annual enrollment with Medicare. The RX Angel takes all the guess work out of choosing what Medicare plan works best for you. Got your attention???

HEALTHCARE: Will it be ACA or AHCA… How About HCSM?

May 21st, 2017|0 Comments

What kind of changes can we expect to our healthcare system if this new law is passed by the Senate?

Financial Planning Basics Book Is Out!

May 17th, 2017|0 Comments

Jeff's latest book, Financial Planning Basics, has just been released and is now available on Amazon.com. When asked why he decided to write about financial planning, Jeff first began by saying, "We have working relationships [...]

Annuity Funding: Individual Retirement Account Versus After Tax Dollars

April 14th, 2017|0 Comments

A form of annuities has been around since Roman times. In the reign of emperors, investors made a single payment into an “annua” and received annual stipends for the rest of their life.