Protect Your Legacy

You spent your life building your wealth, now the government wants to take it from you when you pass away. We can help!

Protect Your Legacy

You spent your life building your wealth, now the government wants to take it from you when you pass away. We can help!

Living Trust

Reduce Taxes & Fees

Feel Confident & Informed

We will guide you, to protect your money

Schedule a Call

It's Wrong

It's Frustrating

It's Not Right

When you die the Government
can take up to 75% of your assets

Learn More about Our Living Estate Plan

Does the thought of spending unnecessary money stop you from getting the advice you need?
I want you to Receive Value from me before asking you to try any of our paid services. This helps increase your trust in our brand and the service we provide. You will see that you are getting value, before ever paying a cent from your pocket.

Ron Cooke

President, Strategic Wealth Protection

Second Relationship?

What if your second spouse decides not to give your children anything?

Will your spouse or children pay the taxes & fees on your estate?

Will your estate cause animosity & litigation for your children?

START YOUR PLAN

What happens when you die?

Protect Your Legacy

What is the Living Estate Plan?

Write your own legacy
Either you write your plan or someone else will

Understanding what gets in your way
Fees, taxes & other roadblocks

Navigating a plan for success
Simple solutions to feel stress free & proud

How to Get Your Living Estate Plan

STEP 1

Book Your Call

STEP 2

Tell Us Your Story

STEP 3

Receive Your Plan

If you don't write your PLAN, the government will write it for you.

TRUSTS

WILLS

TAXES

CONTROL

PROBATE

SECOND
RELATIONSHIPS

CHILDREN

TIMED
TRANSFERS

CHARITABLE
GIVING

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Improve your life one month at a time

Your friends will be impressed with your new knowledge!

Better health, better finances, better tax savings.

The Family Cottage...

Lifetime memories

Laughter & fun

Family & friends

I have a Will...

Your Will is NOT an estate plan.

Estate Plan first…Will second!

START YOUR PLAN

Reduces or eliminates taxes & fees
Provides a quick easy estate
Prevents sibling animosity & resentment

A Will provides the direction for the estate plan.

An Estate Plan...

Knowledge
Guidance
Trust

During our 30 plus years experience we have helped families protect millions of dollars from taxes.

We are licensed and recognized advisors.

Our goal is to protect your families money & assets.

We care about your family!

Testimonials

We retired several years ago; we are now seeing all the benefits from Ron’s planning and guidance. Knowing our kids will get our assets instead of the government getting them is very pleasing.

Ron’s insurance recommendation will save me over $1 million dollars in taxable income. Everyone should do this!

It is a great feeling knowing my family will be ok financially when I pass away.