Estate Planning with a Personal Touch
Looking to learn more about Estate Planning?
Let's plan your brighter, more secure future together!
Want to avoid Probate?
Will or a Trust? Which should be your path?
How can we help?
Some of the most important things in life can seem so complicated... We can help with that!
- Estate Planning
- Income Planning
- Asset Preservation
- Tax Mitigation
- Risk Mitigation
Only the Best for our clients!
Our Mission
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
Doug Veillon Client Advisor
Doug Veillon is a dedicated healthcare industry professional with over 25+ years of experience empowering seniors to safeguard their assets and plan for secure, fulfilling futures. Based in Colorado, Doug combines strategic financial insight with a compassionate approach to help clients navigate complex healthcare and retirement planning challenges. His expertise lies in crafting personalized solutions that ensure long-term stability and peace of mind for his clients.
Originally born and raised in Louisiana, Doug brings a deep-rooted sense of community and resilience to his work. He has developed a strong foundation in customer service and industry experience which he has honed through years of hands-on experience in the healthcare sector. His commitment to excellence and genuine care for his clients have earned him a reputation as a trusted advisor and a friend.
Doug has learned many lessons about how to help people by sitting at their dinner tables and listening to their stories. As a licensed insurance agent, he was there to help people find the best solutions for their needs.
But soon, he learned that his clients had other questions. “When you sit with people in their homes, you become their confidant and advisor,” he says. “Clients started asking questions about long-term care and estate planning.”
So, Now, he does.
Alicia Veillon~ Client Advisor
Your Trusted Partner in Estate Planning and Senior guidance nearly two decades of experience in Medicare and Long-Term Care, she brings a wealth of expertise to help individuals and families secure their futures. Born and raised in Louisiana, she carries the warmth and community spirit of my roots into her work, now proudly serving the people of Colorado. For the past 15 years, she dedicated herself to navigating the complexities of Medicare, ensuring seniors and their families receive the care and support they deserve. My extensive background in long-term care has given me a deep understanding of the challenges families face when planning for their future. Today, I specialize in estate planning, helping clients establish trusts and create comprehensive plans to protect their assets and legacy.Whether you’re preparing for retirement, safeguarding your wealth, or ensuring your wishes are honored, or providing a helping hand to a loved one in need of care, I’m here to guide you every step of the way. My approach combines professional expertise with a personal touch, offering peace of mind through tailored solutions that reflect your unique needs.Based in Colorado, I’m committed to empowering my community with clear, compassionate, and reliable estate planning services. Let’s work together to build a secure future for you and your loved ones.