Our Services

What Can We Do For You?  OUR APPROACH!

We believe in a very simple approach with no pressure in delivering service to our clients.  Everybody's situation is different and with that in mind, we do not believe in a "ONE SIZE SHOE FITS ALL". 

The most important part of our service is that we made a commitment 25 years ago to never charge a fee for advice or for helping our clients implement a sound estate plan.

FREE INITIAL MEETING:  This "get to know each other" meeting allows you to express what you are most concerned about and what is important to you.  This  will help defiine what the objectives are.

FREE SECOND MEETING:  This is where we deliver a plan for your consideration and review.  We will map out what your objectives are and what observations were made during the first meeting.  We will discuss what recommendations we may have and the options available to satisfy your needs.  We can priortize what is most important to get accomplished from the beginning to the end. 

FREE THIRD OR ADDITIONAL MEETINGS: We use these meetings to work with clients to implement their personal estate and financial plan at a pace they are most comfortable.

REVIEW AND MONITOR: On a regular basis we will discuss any changes that may be required to stay on track.  Most of the time, these changes are prompted by changes in the law, family situations, health concerns, everchanging economic conditions and market volatility.

PLEASE DO NOT UNDER ESTIMATE THE IMPORTANCE OF PLANNING!

"FAILING TO PLAN IS PLANNING TO FAIL."   Benjamin Franklin