Your needs and your life don’t fit into neat little boxes, so your estate planning solutions shouldn’t be limited to a one-size-fits-all estate plan. We take a comprehensive approach, diving deep into your specific wishes, fears, and planning nuances to create a narrowly tailored plan that meets your specific planning needs, and keep in touch to make sure your plan actually works.
Whether you find us online, meet us at an event, or were given our information by a trusted advisor or client of ours, the initial contact with our firm will be either the first phone call to our office or the submission of a contact form on our website. We’re not allowed to call or email you unless you ask us to – so don’t be afraid to reach out, and don’t be offended if we aren’t able to reach out to you. You’ll speak with one of our friendly and caring team members who will help you with: