Your Legacy. Our Mission.
We believe estate planning is more than just wills or trusts: it is an act of love taken by those who care deeply about their families and desire to leave a legacy for them. Our mission is to help our clients plan for and protect the two most important things in their lives: the people they love and the assets they have. In doing so, we provide top quality estate planning, elder law, business planning, and related services delivered with personalized care.
We are guided by the following principles:
We understand that no two families are alike. We take the time to get to know our clients so that we can provide customized advice to accomplish their specific goals and objectives. In addition, we strive to build great relationships with other professional advisors so that together, as a team, we can deliver the best service and expertise to our clients and their families. We provide protection in times of prosperity, security in times of uncertainty, and comfort in times of crisis.
In order to best serve our clients, we continually stay up-to-date with law changes, innovative planning techniques, and new planning trends. We help educate our referral partners on these changes and trends. Finally, we see our role with our clients as both advisor and educator. Our clients leave our office understanding all of the options so they can forge their path with confidence.
Each of our team members takes great pride in the work we do, and we are committed to providing excellent service to our clients and referral partners. We utilize a mixture of the latest technology and old-fashioned focus to help us deliver consistent quality to all of our clients.
We impress upon our clients the importance of systematic reviews of any estate plan. Laws change, our clients’ lives and assets change, and the lives of the people they love change. All of this impacts estate planning, and good plans require review and updates so that they work when they are needed most. To aid our clients in this process, we established our unique Client Care Membership Program™, which creates a formalized, streamlined process for updates and client meetings. In this way, we truly become our clients’ advisor for life.