We Keep You Out of Court and Out of Conflict
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We ensure the most important details of your planning are followed through and your plan continues to work throughout your lifetime.
We ensure your assets are protected throughout your lifetime and make sure that none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death.
We believe your financial wealth is only a small part of your overall “Wealth” which is made up of your far more valuable, Intellectual, Spiritual and Human assets – who you are and what’s important to you.