At Stronghold Financial we have two categories of offerings:​- Bespoke estate planning and financial risk management services for people of all ages- Custom eldercare and Medicaid planning services for seniorsWe bring smart, innovative, powerful and well-vetted solutions to our clients to protect and preserve their assets and loved ones.

I have been in this industry long enough to understand that there are a myriad of ways for advisors to successfully get in front of new prospects on a consistent basis. Whether an advisor’s chosen method is seminars, workshops, radio, referrals, or anything else in between makes little difference. What I have found to be most effective in helping advisors take their practices to the next level, is the processes that they implement with those prospects throughout every stage of their communication.At this point in my career, I focus on helping advisors plug a turnkey solution into their current client review and onboarding processes, thereby competitor proofing their clients, gaining their full empowerment, and creating referral-generating advocates out of them.