Sheldon Novack has over 20 years experience in providing insurance to clients and their families in Long Term Care, Medicare, and asset preservation for estates of all sizes.  Mr. Novack has published several articles and his expertise has been recognized by many organizations who have asked him to be a guest speaker.

To help clients achieve their goals, we offer two important advantages:  First we are independent.  We only use products from the highest rated carriers as measured by A.M. Best, Moodys, Standard & Poors, and Duff & Phelps.  Secondly, our 20 plus years of working with small family to multimillion dollar estates gives us special perspective and expertise in creating successful tax saving policies and plans

We specialize in Wealth Transfer in the most tax efficient manner.