Life & Health Planning

Life & Legacy Planning

image87

A will is a foundational document for any effective estate plan, and each person should have one.


Did you know that 52% of Americans between 55 and 64 don’t have a will? 

And nearly 35% of those people blame procrastination as the reason for not planning ahead.


We can help you write a will with our comprehensive but simple to use checklist. You can prepare for the future without stress or headaches.


Advance Directives

image88

When you imagine the last stage of your life, where would you like to be and how would you like to be treated?


Did you know that 60% of Americans say that making sure their family is not  burdened by tough decisions is extremely important” —

but 52% have not communicated their end-of-life wishes.

An advance health care directive is essential and everyone can have one. Our advisors can walk you through our simple to use checklist.

New Parent Planning

image89

A new mommy and daddy’s work is never done. Along with raising your bundle of joy (and trying to find time for sleep) you’ve also got some major planning to do.


Do you have all the important contacts for your family in one place? How will your family get by financially if something happened to you?


Have you named a guardian? Naming a Guardian is a must now that you have something more valuable than material possessions.

Estate Planning Tools

image90

We have tools, checklists and plans for every stage of your life.

With regsitration to our Site, you receive FREE access to Everplans Estate Planning and more checklists like the ones above.



Protection Planning

image91

What should you be planning for and at what stages in life?

We can help you leverage the benefits of both term and permanent life insurance, and help with life planning as well as insurance planning.

Let us walk through the Protection Planning Graph located below.



Pembroke Family

image92
image93
image94
image95