Contact Me

 

Flexible Meetings

Get In Touch

I offer free initial and follow up meetings of up to 50 minutes each. I’m happy to meet in person with those who can conveniently get to Bonita Springs & Estero, Florida. For others, I’m available to meet online through Skype, GoToMeeting or other online meeting mechanisms. If what I do sounds like something you are looking for in an advisor I encourage you to contact me below or call me directly at (239) 266-5671

Thank You For Your Trust

My goal is to make the estate planning, asset protection, and Medicaid planning process as convenient for you as possible. After all, you are taking the crucial step in reaching out and starting the process. Your trust in me is not taken lightly. Should you have any questions about the process, please do not hesitate to reach out.