Asset & Legacy Protection
We focus on helping you protect your assets from those things in life that can potentially undermine what’s most important to you.
When it comes to planning for your financial future, it is imperative to have a trustworthy and dedicated financial advisory panel assisting you in the development of your financial strategy.
Branching from Family Elder Law, a company who has proven its authenticity and commitment to their clients and their community, Family Financial Services is built on the same foundation of family, compassion and dependability.
Family Financial Services works with clients to identify and prioritize financial objectives to develop individualized plans catered to the client’s unique situation and goals.
The knowledgeable and passionate advisors specialize in Medicaid Planning, Retirement Planning, Insurance, Investment Planning, Social Security Planning and Real Estate Investments. Family Financial Services takes the complexity of the various aspects of financial planning and integrates the information into a comprehensive plan tailored to the client at every stage of their planning.
Retirement planning takes time and knowledge. Family Financial Services guides clients at every income level to accumulate wealth through their working years, and to protect hard earned assets after retirement.
Smart financial planning is not a product, but a process. We work with each of our clients to assess their individual needs, ensure sound planning to reach retirement goals, and to maintain their lifestyle through their retired years.
Every client, whether individual or business, has unique needs. Planning for proper financial security is not a one size fits all approach.
Our approach is to: