Personal Planning

We are committed to providing innovative solutions to meet the specific needs of our clients. Our focus includes but is not limited to:

1)Investment Portfolio Design

2)Long-Term Care

3)Education Funding(529 Plans)

4)Disability Income Insurance

5)Charitable Planning

6)Estate Planning*

7)Life Insurance

8)Retirement Distribution Planning

9)Wealth Transfer

10)Annuities

Preserving your net worth, protecting your legacy and implementing appropriate risk management will be our focus.

 

* QCC, QAM, and The Weath Protection Organization Inc. do not provide tax and/or legal advice.