Partner With Us

Free Educational Events

Our experienced and entertaining speakers can speak on a wide range of estate planning, tax planning, and elder law topics. Whether you are organizing an event for your own clients, your congregation, a group, or your employees we can help.


Successful Seminars & Workshops

Experience You Can Trust

We have been serving clients and their loved ones for more than forty years. We have the most loyal clients and referral partners because of the emphasis we place on building a lasting relationship. Call today to find our how we can help you and your clients protect what matters most.


Happy Clients

Results That Matter

Through our partnering with financial planners, tax planners, churches, businesses, and other organizations, we have helped facilitate over a billion dollars of giving to the Kingdom and other charitable organizations.


Charitable Gifts Through Planning

Let’s Work Together

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