Our Main Goal Is To Insure That You Always By-Pass Probate. We Work With Attorney’s, CPA’s, Insurance Companies, And Other Professionals To Make Sure Your Goals Are Met, Including Asset Strategies.

About Western Regional We have been doing financial and business since 1991 and have helped over 1,500 individuals and or businesses with their Insurance and Estate Planning needs. Our clients come from all walks of life and include attorneys, doctors, teachers, white/blue collar workers, business owners, farmers and ranchers, bus drivers, pilots, etc. Unlike other firms, we treat everyone the same regardless of the size of your estate, and do our best to assist you in completing your goals. We have had hundreds of agents under contract and have been under the direct supervision of Stewart Davidson, with over 50+ Years of Life/Health, Estate Planning, LTC, Medicare Supplements and Fixed and Indexed Annuity experience.

Education is your key to success.

We believe the more you know, especially about retirement and senior retirement planning, the more you will be able to put trust and faith in our firm. There is a tremendous difference between retirement planning for younger people than for older ones. Your tolerance for risk decreases the older you get. Many of our clients have a son or daughter, brother or sister, or grandchild that can’t manage their money, or possibly have an alcohol or drug problem, or are just foolish spenders; we can assist so your wishes are carried out after you pass way or become incapacitated.

Our Goals Include:

Always by-pass probate and asset protection strategies

We are experts in assisting our clients in by-passing probate after they die and protecting their assets while they are alive. The only ones that win in probate are the attorneys’ and we can assure you they are not cheap. The fights in probate can take years and be very expensive. There are many things our clients can do to by-pass probate, as we are experts in this field. We work directly with licensed attorneys to assist our clients in completing their goals. Many people who own property and have assets are concerned about bypassing probate and protecting their assets and property from motor vehicle accidents, personal injuries occurring on their property, lawsuits, con-artists, dishonest relatives, business liabilities, malpractice claims, and the many other liabilities that exist today. Seniors are especially vulnerable to these potential asset draining misfortunes, and need to take extra precautions and plan differently than younger people who are still working.  Many seniors are also concerned about the Medicaid "Spend-down" rule.  Let us educate you about these problems and their logical solutions, as well as many other important issues.  We have been trained to correctly steer you in the right direction so you can protect your assets from the many hazards that exist today.

We only do business with

Large Insurance Companies and Licensed Attorneys’, CPA’s, and other experts to accomplish your goals. Some of our companies we represent and /or service include: Allianz Life, Global Atlantic Forethought Life, Midland National Life, United Health Care, Genworth, United American, North American, Bankers Life,Equitable Life, etc.