Leaving a Legacy & Not Just Money
We believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories and experience.
Through our unique promises, we’ll capture your legacy and share it with the people you love most.
We provide complimentary 3-year reviews with all or clients to update their plans as their lives change.
No Hourly Billing
Our firm charges flat-fees for our planning services. This means there are no surprise bills!
We provide you with the opportunity to plan for all possible risks, and pass on your legacy as you want.
We are always available to answer and ask questions when it comes to your planning.
We don’t bombard you with legal jargon. We’re here to educate you on designing the right plan.