Wills & living trusts
Estate planning
A complete estate plan — will, revocable living trust, powers of attorney and healthcare directives — prepared, explained, and actually funded, so it works when your family needs it.
Estate planning →Las Vegas, Nevada · Southwest valley
Your financial advisor and insurance agency in Las Vegas.
Retirement planning, Medicare, life insurance, estate planning and home and auto coverage — from an office on Arroyo Crossing Parkway, with the same people answering the phone every time you call.
The Nevada office
Visit or call
The Las Vegas office
In the southwest valley, a short drive from Summerlin, Spring Valley, Enterprise and Henderson. Full-service planning and insurance for Nevada families and business owners — same standard, same specialists, same promise as our Illinois office.
Address7455 Arroyo Crossing Pkwy, Suite 220
Las Vegas, NV 89113
Las Vegas, NV 89113
Phone702-867-3177
HoursMon–Fri, 9:00 AM – 5:00 PM · and by appointment
DirectionsOpen in Google Maps ↗
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What brings Las Vegas clients in
One office for the money questions that matter most.
401(k) & IRA
Retirement planning
Turning savings into income you can live on: rolling over an old 401(k), timing Social Security, and planning withdrawals that still look sensible at tax time.
Retirement planning →Turning 65 & annual reviews
Medicare guidance
Enrollment timing, supplements and the annual review that catches a plan which no longer fits — clearly explained, on your timeline.
Medicare & Medicaid →Term & permanent
Life insurance
Enough coverage to keep your family in the house and on track — sized to your real obligations, not a rule of thumb.
Life insurance →Auto · home · umbrella · business
Home & auto insurance
Property and casualty coverage reviewed alongside the rest of your plan, so the house, the cars and the business are protected as carefully as the savings.
Home & auto →Care later in life
Long-term care
Planning for extended care before it is needed, so a long illness does not undo a lifetime of saving.
Long-term care →Who you'll work with
The people behind the Las Vegas office.
Call or book them directly. Between them, we work with clients in English, Spanish, Ukrainian and Russian.
IK
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Across the valley
Serving Las Vegas and its neighbors.
We serve Las Vegas, Henderson, Summerlin, Spring Valley, Enterprise, Paradise, North Las Vegas and Boulder City. You never have to visit the office: most of our planning happens by phone or video, whichever suits you.
Common questions
Asked by Las Vegas clients
What does a first meeting cost?
Nothing. The first consultation is free and there is no obligation. It is a conversation about where you are and what you want to happen next.
Do I have to come into the office?
No. You are welcome at Arroyo Crossing Parkway, but most of our planning happens by phone or video. You get the same person either way.
Can you help with a living trust?
Yes. We put together a complete estate plan — will, revocable living trust, powers of attorney and healthcare directives — and help you fund the trust so it actually does its job.
Do you only work with people in Las Vegas?
No. This office serves the whole valley, and our Illinois office in Warrenville serves Chicago's western suburbs. Families split between the two states work with both.