St George Estate Planning
Protect What Matters Most.
Estate planning - insurance - retirement - senior planning
St George Estate Planning & Insurance
Estate planning Services
Preparing for the legacy you want to leave behind.
Property & Casualty Insurance
Covering all of your liability exposure through home, auto, umbrella, and business insurance.
for your retirement
Your whole financial life changes in retirement. What’s your plan?
Planning for care
Nurses and nursing drastically change your budget. Planning ahead is crucial.
Senior Relocation services
One of the largest and most stressful transitions in life is when we need to move into senior care facilities.
Estate Settlement & Wealth Transfer
Ensure that your estate is transferred in the manner you intend.
Preserving Your Family's Estate and Financial Future
Estate Protectors is here to help you navigate through the complex maze of decisions that need to be made during the aging process.
Our senior community, veterans, families and business owners deserve expert navigation with the necessary planning options. At Estate Protectors, we provide this guidance by offering an abundance of professional and advisory relationships to assist us in our comprehensive approach to Estate Protection, Financial & Business Planning and Senior Planning Solutions.
Because we can never know too much.
Let's get to know each other.
Our process to better understand how we can assist you on many levels, is to meet with you in our office or at your home. We often encourage the adult children to participate in the process which includes two meetings:
- The Discovery Meeting, where we perform a Needs Analysis and get to know one another.
- The Proposal Meeting, after evaluating your data, we create various solutions to discuss in this second meeting to determine whether we want to work with one another, what options to integrate into your Action Plan, and what the fees would be to do so. Then we implement the often multi-faceted Plan.