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14407 SW 2nd Place
Newberry, FL 32669

Main Office

(352) 672-6802


Core Values

Who We Are

We are advocates for the children, spouses and employees who do not have a voice in the financial decisions that affect them.

What We Believe

Children deserve a future

A person's financials accomplishments should be preserved, transfer within their family and the government should not receive anything financially 

A person should retire with dignity

A business should survive the death of its owner

What We Do

We identify people at risk financially and show them how to protect themselves from that risk.