We recognize that every client is different and has unique goals and objectives. So our first focus is to learn about you, your family, your goals, concerns, and fears. That’s why we’ve thrown out the hourly billing clock! We work on a flat-fee basis because we want our clients to be able to talk with us, without feeling rushed or worrying about the size of their bill.
Our Team Helps Protect You and Your Family For Life
Together we’ll create a plan that best fulfills your dreams and goals. We’ll help you arrange your affairs in a way that is both personally satisfying and that meets your unique objectives—all while accomplishing substantial savings for your family in the long run.
We believe in a team approach, working collaboratively with your other professional advisors. We will work closely with your financial advisor, accountant, insurance agent, or other advisors to ensure that your entire financial plan works together and is suitable for your situation.
We can provide you with access to a nationwide network of qualified attorneys who can assist you with out-of-state transfers of title, provide help should you move to another state, or simply offer a referral to an out-of-state friend or family member who needs estate planning help.