Since 1993, we've been helping people plan for both the unexpected, and the inevitable. 

You wouldn't go on a trip without a map. You wouldn't use the same map for every trip. We've assembled the best professionals and products for estate, trust, health-care directive, and The PPS Bereavement Plan℠ so you don't have to do the heavy lifting. 

The PPS Bereavement Plan

  1.  Planning Ahead - An Overview

  2. The PPS Bereavement Plan

  3. Final Expense Trust for Special Needs

our services

  1. Estate Planning

    • Advanced Health Care Directives

    • Preparation for Estate Planning Attorney Meeting

    • Review of Estate Planning Documents

  2. Long Term Care Products

    • Hybrid

    • Insurance Riders

    • Traditional

  3. Life Insurance Products

    • Whole Life

    • Term Life

  4. Annuity Products

    • Fixed

    • Variable

    • Immediate

Our partners

We’ve chosen to work with only the very best service professionals in the business to bring you a comprehensive estate and financial plan to fit your needs. 

  • Estate Planning Attorneys 

  • Wealth Advisors

  • Insurance Agencies

  • Fiduciaries

  • CPA Firms 

  • Home Health Care Providers

  • Funeral & Cremation Providers

Are you a professional who offers one of the above products or services? We're always looking for new partners. Get in Touch→