About Us
Is Now The Time to Stand Up?
We guarantee you will tell your friends, and they will be glad you did.
Beverly Neal-Clinton, Senior Executive Trust Officer
Here is the "tip" of the iceberg
Somewhere in your life, haven't you have heard that Warren Buffett pays less in taxes than his secretary? Yes. That's true.
Imagine being in a position to create your own reparations. Imagine understanding how to play the game while knowing who can provide you with the answers.
Wouldn't that make an incredible difference in not only your life but to the lives of your children and their children and their children's' children?
Wouldn't you like to know?
From all the chatter, there is a foreboding that a recession will arrive; however, Trust planning is impervious to the gyrating vortex of any economy. When people are seeking to preserve asset values, stock indexes and variable products are a nightmare. But the safety of indexed annuities with GUARANTEED principal, life insurance trusts that make up for any lost values and preserve the intended future, IRA's that will continue to grow tax-deferred after a persons passes, family foundations and trusts, in general, will be eagerly sought out.