Safeguard what you've earned.

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Have you considered everything?

As someone who has devoted a significant portion of your life to building and accumulating assets, you want to preserve your legacy. But, a lot can get in the way:

  • burdensome estate tax liabilities,

  • an unnecessary, costly, and cumbersome probate process, and

  • an untimely or forced liquidation of assets.

At LoVasco, we believe:

You’ve worked too hard for anything to jeopardize your legacy.

We can help.

We know that having a sense of financial wellbeing today relies on having a carefully constructed estate plan for the inevitable “tomorrow.”

That’s why, as seasoned estate planning consultants, we help those with a high net worth solidify an insurance-driven plan that helps mitigate risks and safeguards the people they care about—no matter what.

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Our family has been associated with Gene LoVasco and his team for over 30 years. We have always had the best experience.

Connie Ahee

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Here's what you can expect.

For more than 60 years, our founders have been safeguarding hundreds of families from paying millions more than they need to in estate taxes.


We start by identifying your goals and objectives.

We take time to understand the intricacies of your circumstances and offer honest, forthright guidance to help you consider your options.


Then, we deliver collaborative and comprehensive recommendations.

We work with your other financial and legal professionals to design a plan that thoroughly helps you achieve your goals. Once approved, we support all steps in the process to obtain the necessary coverage to fund your plan.


So, you can stop worrying about the “what ifs” and enjoy life in the present.

This is your plan, so we meet regularly to address ever-changing circumstances and review insurance policies used to fund your strategy.

Eliminate uncertainties.

Having a sense of financial wellbeing today relies on having a comprehensive estate plan for the inevitable “tomorrow.”

Let's cover your bases.

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Are you a business owner?
Explore other popular LoVasco services.

Not quite ready to reach out?

Start with a free guide instead.

Free Resource

Guide: What You Should Know About Trusts & How They Fit Into Your Estate Plan

Understanding Trusts and Pros & Cons of Trusts

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Free Resource

Guide: Enhancing Your Legacy with Wealth Transfer Strategies

Importance of Wealth Transfer and Summary of Wealth Transfer Tools

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Estate and business solutions that mitigate risks and protect the people you care about.
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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. LoVasco Consulting Group is independently owned and operated. LoVasco Consulting Group is a member of M Financial Group. Please go to for further details regarding this relationship.

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