About Us

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.